Position in DEO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$29,020,234
+$867,637 QoQ
Shares Held
361,038
-4.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#38
of 718 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Saratoga Research & Investment Management holds $29,020,234 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
|
361,038 | $29,020,234 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,020,234 | 361,038 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $28,152,597 | 378,141 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,384,173 | 271,058 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,116,775 | 336,548 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $34,395,112 | 341,086 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $35,911,428 | 342,699 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $42,389,337 | 333,433 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $51,500,008 | 366,966 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $48,009,751 | 380,788 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $57,648,797 | 387,581 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $42,225,377 | 289,890 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||