Position in DEO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$256,251
+$49,727 QoQ
Shares Held
3,188
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 717 holders
Holding Since
Dec 2020
12 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, 2026Perigon Wealth Management, LLC holds $485,094 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
3,188 | $256,251 | |
| 2 | BF-B |
Brown Forman Corp
|
8,587 | $228,843 |
All Filings in DEO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,251 | 3,188 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $206,524 | 2,774 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $247,508 | 2,869 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $252,889 | 2,650 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $281,974 | 2,218 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $254,436 | 1,813 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $299,566 | 2,376 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $386,724 | 2,600 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $240,921 | 1,654 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $204,674 | 1,372 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $222,227 | 1,281 | Shares | Sole | 2023-08-02 | |
| 2020-12-31 | $47,325 | 298 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||