Allworth Financial LP

Position in DEO — Diageo PLC

CIK 1555170 FOLSOM, CA

Position in DEO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$245,908

-$12,125 QoQ

Shares Held

3,303

+10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

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

Allworth Financial LP holds $264,128 across 5 Beverages - Wineries & Distilleries names. DEO ranks #1 (93.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	3,303	$245,908
2	MGPI	Mgp Ingredients Inc	511	$9,397
3	BF-A	Brown Forman Corp	196	$5,250
4	WVVI	Willamette Valley Vineyards Inc	877	$2,253
5	SNDL	SNDL Inc.	1,000	$1,320

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$245,908	3,303	+10.4%	Shares	Sole	2026-05-15
2025-12-31	$258,033	2,991	-5.9%	Shares	Sole	2026-02-05
2025-09-30	$303,276	3,178	+15.6%	Shares	Sole	2025-12-02
2025-06-30	$277,209	2,749	+132.2%	Shares	Sole	2025-08-07
2025-03-31	$124,071	1,184	-10.6%	Shares	Sole	2025-04-30
2024-12-31	$168,320	1,324	-7.2%	Shares	Sole	2025-01-30
2024-09-30	$200,265	1,427	-4.5%	Shares	Sole	2024-10-23
2024-06-30	$188,489	1,495	+29.8%	Shares	Sole	2024-07-24
2024-03-31	$171,348	1,152	-3.5%	Shares	Sole	2024-04-25
2023-12-31	$173,917	1,194	-4.3%	Shares	Sole	2024-01-24
2023-09-30	$186,026	1,247	+2.0%	Shares	Sole	2023-10-31
2023-06-30	$211,991	1,222	-12.3%	Shares	Sole	2023-07-18
2023-03-31	$252,383	1,393	+21.9%	Shares	Sole	2023-04-18
2022-12-31	$203,670	1,143	-20.3%	Shares	Sole	2023-01-13
2022-09-30	$243,677	1,435	+70.6%	Shares	Sole	2022-11-14
2022-06-30	$146,434	841	+36.3%	Shares	Sole	2022-07-13
2022-03-31	$125,337	617	+28.8%	Shares	Sole	2022-04-22
2021-12-31	$105,447	479	+19.8%	Shares	Sole	2022-01-21
2021-09-30	$77,200	400	-7.8%	Shares	Sole	2021-11-02
2021-06-30	$83,193	434	+3.3%	Shares	Sole	2021-08-02
2021-03-31	$68,968	420	0.0%	Shares	Sole	2021-04-29
2020-12-31	$66,700	420	0.0%	Shares	Sole	2021-01-26
2020-09-30	$57,817	420	-13.4%	Shares	Sole	2020-11-03
2020-06-30	$65,179	485	-14.3%	Shares	Sole	2020-07-24
2020-03-31	$71,949	566	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.