Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,936,522
+$217,981 QoQ
Shares Held
36,533
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 717 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $5,483,730 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
36,533 | $2,936,522 | |
| 2 | BF-B |
Brown Forman Corp
|
95,352 | $2,547,208 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,522 | 36,533 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,718,541 | 36,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,712,069 | 31,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,448,924 | 25,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,636,966 | 26,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,679,585 | 25,571 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,962,524 | 46,901 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,955,139 | 21,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,585,522 | 20,507 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,797,969 | 12,088 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,223,252 | 8,398 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||