Position in DEO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$223,796
-$42,605 QoQ
Shares Held
3,006
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Sunbelt Securities, Inc. holds $226,009 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (99.0% of the industry book) .
All Filings in DEO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,796 | 3,006 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $266,401 | 3,088 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $397,084 | 4,161 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $389,544 | 3,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,989 | 4,027 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $491,103 | 3,863 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $414,704 | 2,955 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $411,146 | 3,261 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $407,101 | 2,737 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $347,399 | 2,385 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $363,253 | 2,435 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $416,698 | 2,402 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $414,177 | 2,286 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $336,066 | 1,886 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $324,337 | 1,910 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $269,537 | 1,548 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $302,881 | 1,491 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,228 | 1,491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $294,711 | 1,527 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $292,710 | 1,527 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $247,957 | 1,510 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $243,455 | 1,533 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $211,032 | 1,533 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||