UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in DEO — Diageo PLC

CIK 1463217 IRVING, TX

Back to DEO Full portfolio

Position in DEO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,664,143

+$2,256,873 QoQ

Shares Held

143,239

+47.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in DEO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,664,143 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC This page	143,239	$10,664,143

All Filings in DEO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,664,143	143,239	+47.0%	Shares	Defined	2026-05-15
2025-12-31	$8,407,270	97,453	-8.5%	Shares	Defined	2026-02-17
2025-09-30	$10,168,734	106,557	+0.6%	Shares	Defined	2025-11-14
2025-06-30	$10,682,888	105,939	+2.4%	Shares	Defined	2025-08-11
2025-03-31	$10,842,097	103,465	-8.0%	Shares	Defined	2025-05-13
2024-12-31	$14,290,556	112,409	-33.6%	Shares	Defined	2025-02-13
2024-09-30	$23,767,140	169,354	+0.1%	Shares	Defined	2024-11-12
2024-06-30	$21,321,640	169,112	-1.8%	Shares	Defined	2024-08-14
2024-03-31	$25,618,680	172,238	+0.3%	Shares	Defined	2024-05-15
2023-12-31	$25,011,278	171,710	+158.8%	Shares	Defined	2024-02-14
2023-09-30	$9,897,645	66,347	-4.9%	Shares	Defined	2023-11-14
2023-06-30	$12,105,954	69,783	-0.0%	Shares	Defined	2023-08-14
2023-03-31	$12,649,444	69,817	+5.7%	Shares	Defined	2023-08-15
2022-12-31	$11,767,489	66,039	-2.8%	Shares	Defined	2023-02-15
2022-09-30	$11,536,212	67,936	-4.9%	Shares	Defined	2022-11-14
2022-06-30	$12,434,605	71,414	-8.4%	Shares	Defined	2022-08-11
2022-03-31	$15,842,685	77,989	-4.3%	Shares	Defined	2022-05-16
2021-12-31	$17,936,566	81,478	+2.8%	Shares	Defined	2022-02-14
2021-09-30	$15,292,548	79,236	+3.8%	Shares	Defined	2021-11-15
2021-06-30	$14,639,173	76,369	+531.9%	Shares	Defined	2021-08-13
2021-03-31	$1,984,477	12,085	+1.2%	Shares	Defined	2021-05-14
2020-12-31	$1,895,873	11,938	+72.8%	Shares	Defined	2021-02-17
2020-09-30	$951,092	6,909	-10.0%	Shares	Defined	2020-11-13
2020-06-30	$1,031,712	7,677	+1.4%	Shares	Defined	2020-08-13
2020-03-31	$962,044	7,568	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.