Position in DEO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$469,901
-$49,089 QoQ
Shares Held
5,846
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 250 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Boston Trust Walden Corp holds $1,293,437 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
|
30,100 | $823,536 | |
| 2 | DEO |
Diageo PLC
This page
|
5,846 | $469,901 |
All Filings in DEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,901 | 5,846 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $518,990 | 6,971 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $630,288 | 7,306 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $762,199 | 7,987 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $871,862 | 8,646 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $1,051,148 | 10,031 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $3,392,591 | 26,686 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,812,897 | 27,169 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,654,554 | 28,986 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $4,674,303 | 31,426 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $8,819,858 | 60,551 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $9,200,378 | 61,673 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $10,407,065 | 59,990 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $11,102,710 | 61,280 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $10,955,299 | 61,481 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $10,499,522 | 61,831 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $10,783,425 | 61,931 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $12,903,655 | 63,521 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $13,962,819 | 63,427 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $12,265,536 | 63,552 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $12,213,911 | 63,717 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $12,626,435 | 76,892 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $14,037,533 | 88,392 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $12,020,746 | 87,322 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $12,323,159 | 91,697 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $10,331,296 | 81,272 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||