Horizon Investments, LLC

Position in DEO — Diageo PLC

CIK 1560717 Charlotte, NC

Position in DEO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$321

-$1,149,335 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#707

of 717 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $687,623 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BF-B	Brown Forman Corp	25,790	$687,302
2	DEO	Diageo PLC This page	4	$321

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321	4	-100.0%	Shares	Sole	2026-08-13
2026-03-31	$1,149,656	15,442	+93.2%	Shares	Sole	2026-05-15
2025-12-31	$689,469	7,992	+2.0%	Shares	Sole	2026-02-02
2025-09-30	$748,075	7,839	-30.5%	Shares	Sole	2025-11-14
2025-06-30	$1,136,769	11,273	+4.0%	Shares	Sole	2025-08-14
2025-03-31	$1,136,342	10,844	+17.4%	Shares	Sole	2025-05-13
2024-12-31	$1,174,299	9,237	+15.1%	Shares	Sole	2025-02-10
2024-09-30	$1,125,947	8,023	-4.2%	Shares	Sole	2024-11-13
2024-06-30	$1,055,793	8,374	+11.9%	Shares	Sole	2024-08-09
2024-03-31	$1,113,170	7,484	+15.8%	Shares	Sole	2024-05-15
2023-12-31	$941,400	6,463	-41.3%	Shares	Sole	2024-02-14
2023-09-30	$1,641,427	11,003	+13.9%	Shares	Sole	2023-11-14
2023-06-30	$1,676,510	9,664	+4.9%	Shares	Sole	2023-08-14
2023-03-31	$1,669,573	9,215	+63.2%	Shares	Sole	2023-05-15
2022-12-31	$1,005,882	5,645	-18.2%	Shares	Sole	2023-02-14
2022-09-30	$1,172,028	6,902	+15.6%	Shares	Sole	2022-11-14
2022-06-30	$1,039,670	5,971	-24.4%	Shares	Sole	2022-08-12
2022-03-31	$1,605,415	7,903	-49.4%	Shares	Sole	2022-05-16
2021-06-30	$2,994,006	15,619	+36.4%	Shares	Sole	2021-08-13
2021-03-31	$1,880,861	11,454	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.