CWM, LLC

Position in DEO — Diageo PLC

CIK 1535847 OMAHA, NE

Position in DEO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$200,047

-$68,770 QoQ

Shares Held

2,687

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

CWM, LLC holds $368,028 across 5 Beverages - Wineries & Distilleries names. DEO ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	2,687	$200,047
2	BF-A	Brown Forman Corp	3,723	$99,739
3	MGPI	Mgp Ingredients Inc	2,775	$51,032
4	SNDL	SNDL Inc.	12,248	$16,167
5	WVVI	Willamette Valley Vineyards Inc	406	$1,043

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$200,047	2,687	-13.8%	Shares	Sole	2026-05-14
2025-12-31	$268,817	3,116	-9.1%	Shares	Sole	2026-01-26
2025-09-30	$327,229	3,429	+10.6%	Shares	Sole	2025-10-15
2025-06-30	$312,503	3,099	+6.9%	Shares	Sole	2025-07-25
2025-03-31	$303,891	2,900	-6.0%	Shares	Sole	2025-05-01
2024-12-31	$392,068	3,084	-15.1%	Shares	Sole	2025-02-04
2024-09-30	$509,714	3,632	-20.2%	Shares	Sole	2024-10-08
2024-06-30	$573,916	4,552	+13.2%	Shares	Sole	2024-07-10
2024-03-31	$598,232	4,022	+69.3%	Shares	Sole	2024-04-05
2023-12-31	$346,088	2,376	-8.6%	Shares	Sole	2024-02-01
2023-09-30	$387,868	2,600	-14.7%	Shares	Sole	2023-10-11
2023-06-30	$528,593	3,047	+1.7%	Shares	Sole	2023-08-03
2023-03-31	$542,815	2,996	+1.7%	Shares	Sole	2023-05-01
2022-12-31	$524,947	2,946	+9.4%	Shares	Sole	2023-02-01
2022-09-30	$457,128	2,692	+5.9%	Shares	Sole	2022-10-27
2022-06-30	$442,787	2,543	+19.2%	Shares	Sole	2022-07-28
2022-03-31	$433,297	2,133	+15.0%	Shares	Sole	2022-04-21
2021-12-31	$408,139	1,854	+7.7%	Shares	Sole	2022-01-31
2021-06-30	$330,090	1,722	0.0%	Shares	Sole	2021-09-15
2021-03-31	$282,769	1,722	0.0%	Shares	Sole	2021-09-15
2020-12-31	$273,470	1,722	0.0%	Shares	Sole	2021-09-15
2020-09-30	$237,050	1,722	0.0%	Shares	Sole	2021-09-15
2020-06-30	$231,419	1,722	0.0%	Shares	Sole	2021-09-15
2020-03-31	$218,900	1,722	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.