Position in DEO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,888,045
+$207,858 QoQ
Shares Held
23,489
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#169
of 717 holders
Holding Since
Mar 2020
26 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, 2026Atria Investments, Inc holds $1,888,045 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
|
23,489 | $1,888,045 |
All Filings in DEO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,888,045 | 23,489 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,680,187 | 22,568 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,432,251 | 39,785 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,107,222 | 53,518 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,275,374 | 62,231 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,290,847 | 50,490 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,173,310 | 56,425 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,309,671 | 59,211 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,818,592 | 46,150 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,879,076 | 46,249 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,933,504 | 33,870 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,560,535 | 37,274 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,576,626 | 37,910 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,045,184 | 38,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,699,409 | 37,597 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,416,101 | 37,784 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,548,130 | 37,607 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,097,566 | 39,862 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,807,457 | 44,551 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,409,203 | 43,571 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,512,522 | 39,191 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,465,604 | 39,374 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,958,392 | 37,519 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,440,360 | 32,256 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,996,221 | 29,736 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $3,706,310 | 29,156 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||