Arax Advisory Partners

Position in DEO — Diageo PLC

CIK 1586767 DENVER, CO

Position in DEO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$165,279

-$231,476 QoQ

Shares Held

2,220

-51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Arax Advisory Partners holds $172,280 across 5 Beverages - Wineries & Distilleries names. DEO ranks #1 (95.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	2,220	$165,279
2	BF-A	Brown Forman Corp	188	$5,036
3	MGPI	Mgp Ingredients Inc	87	$1,599
4	WVVI	Willamette Valley Vineyards Inc	100	$257
5	SNDL	SNDL Inc.	83	$109

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$165,279	2,220	-51.7%	Shares	Sole	2026-05-13
2025-12-31	$396,755	4,599	-6.9%	Shares	Sole	2026-02-13
2025-09-30	$471,615	4,942	+139.8%	Shares	Sole	2025-11-14
2025-06-30	$207,831	2,061	-7.4%	Shares	Sole	2025-08-12
2025-03-31	$233,157	2,225	+348.6%	Shares	Sole	2025-05-15
2024-12-31	$63,056	496	-9.8%	Shares	Sole	2025-02-05
2024-09-30	$77,186	550	+10.7%	Shares	Sole	2024-11-06
2024-06-30	$62,661	497	-14.5%	Shares	Sole	2024-08-06
2024-03-31	$86,417	581	+51.7%	Shares	Sole	2024-05-14
2023-12-31	$55,787	383	-3.8%	Shares	Sole	2024-02-06
2023-09-30	$59,373	398	-15.1%	Shares	Sole	2023-11-14
2023-06-30	$81,361	469	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$88,415	488	-7.9%	Shares	Sole	2023-05-16
2022-12-31	$94,440	530	-3.8%	Shares	Sole	2023-02-24
2022-09-30	$93,565	551	+22.2%	Shares	Sole	2022-11-03
2022-06-30	$78,528	451	+51.3%	Shares	Sole	2022-08-22
2022-03-31	$60,535	298	+73.3%	Shares	Sole	2022-05-12
2021-12-31	$37,864	172	+41.0%	Shares	Sole	2022-02-08
2021-09-30	$23,546	122	+121.8%	Shares	Sole	2021-11-05
2021-06-30	$10,542	55	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.