Position in DEO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$189,616
-$22,938 QoQ
Shares Held
2,359
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#469
of 716 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $331,800 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
2,359 | $189,616 | |
| 2 | BF-B |
Brown Forman Corp
|
5,335 | $142,184 |
All Filings in DEO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,616 | 2,359 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $212,554 | 2,855 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,073 | 1,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,821 | 805 | Shares | Sole | 2025-11-14 | |
| 2020-06-30 | $940 | 7 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||