Creative Planning

Position in DEO — Diageo PLC

CIK 1540235 OVERLAND PARK, KS

Position in DEO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,369,011

-$1,303,717 QoQ

Shares Held

45,252

-16.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $4,143,131 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	45,252	$3,369,011
2	MGPI	Mgp Ingredients Inc	39,913	$734,000
3	WVVI	Willamette Valley Vineyards Inc	15,611	$40,120

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,369,011	45,252	-16.5%	Shares	Sole	2026-05-12
2025-12-31	$4,672,728	54,164	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$5,190,627	54,392	+31.6%	Shares	Sole	2025-11-14
2025-06-30	$4,167,817	41,331	+22.5%	Shares	Defined	2025-08-08
2025-03-31	$3,536,557	33,749	-44.4%	Shares	Sole	2025-05-15
2024-12-31	$7,714,120	60,679	+26.5%	Shares	Defined	2025-02-14
2024-09-30	$6,732,109	47,970	+11.6%	Shares	Defined	2024-10-11
2024-06-30	$5,420,173	42,990	-13.4%	Shares	Defined	2024-08-15
2024-03-31	$7,379,883	49,616	+11.2%	Shares	Defined	2024-05-13
2023-12-31	$6,499,785	44,623	-22.2%	Shares	Defined	2024-02-14
2023-09-30	$8,560,544	57,384	+10.8%	Shares	Defined	2023-11-16
2023-06-30	$8,986,610	51,802	+5.0%	Shares	Defined	2023-07-21
2023-03-31	$8,935,072	49,316	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$8,606,933	48,302	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$8,400,840	49,472	+3.4%	Shares	Sole	2022-11-03
2022-06-30	$8,330,945	47,846	+1.0%	Shares	Sole	2022-08-15
2022-03-31	$9,627,210	47,392	+55.5%	Shares	Sole	2022-05-16
2021-12-31	$6,708,546	30,474	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$5,751,400	29,800	+19.1%	Shares	Sole	2021-11-10
2021-06-30	$4,797,425	25,027	-5.8%	Shares	Sole	2021-08-04
2021-03-31	$4,360,924	26,557	+3.4%	Shares	Sole	2021-04-30
2020-12-31	$4,077,763	25,677	+2.3%	Shares	Sole	2021-01-29
2020-09-30	$3,454,852	25,097	+1.7%	Shares	Sole	2020-11-05
2020-06-30	$3,316,476	24,678	-1.7%	Shares	Sole	2020-07-23
2020-03-31	$3,191,093	25,103	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.