Position in DEO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$442,733
+$95,945 QoQ
Shares Held
5,508
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 717 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $442,733 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
5,508 | $442,733 |
All Filings in DEO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,733 | 5,508 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $346,788 | 4,658 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $351,118 | 4,070 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $523,338 | 5,484 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $260,973 | 2,588 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $250,762 | 2,393 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $474,830 | 3,735 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $509,714 | 3,632 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $402,069 | 3,189 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $650,588 | 4,374 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $614,976 | 4,222 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $561,215 | 3,762 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $857,164 | 4,941 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $825,093 | 4,554 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $739,310 | 4,149 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $576,844 | 3,397 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $680,286 | 3,907 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $761,571 | 3,749 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $645,670 | 2,933 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $442,803 | 2,310 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $371,935 | 2,265 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $338,582 | 2,132 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $309,046 | 2,245 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $376,023 | 2,798 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $326,444 | 2,568 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||