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Equibles

NewEdge Advisors, LLC

Position in DEO — Diageo PLC

CIK 1633516 NEW ORLEANS, LA
Back to DEO Full portfolio

Position in DEO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,392,744
-$407,903 QoQ
Shares Held
17,327
-28.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

NewEdge Advisors, LLC holds $1,693,633 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (82.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DEO
Diageo PLC
This page 		17,327 $1,392,744
2 BF-B
Brown Forman Corp
 9,921 $264,394
3 WVVI
Willamette Valley Vineyards Inc
 12,921 $32,431
4 MGPI
Mgp Ingredients Inc
 232 $4,064

All Filings in DEO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,392,744 17,327
2026-03-31 $1,800,647 24,186
2025-12-31 $1,840,656 21,336
2025-09-30 $1,847,620 19,361
2025-06-30 $2,102,715 20,852
2025-03-31 $2,057,027 19,630
2024-12-31 $2,414,961 18,996
2024-09-30 $2,566,397 18,287
2024-06-30 $1,919,820 15,227
2024-03-31 $1,933,025 12,996
2023-12-31 $1,786,519 12,265
2023-09-30 $1,648,886 11,053
2023-06-30 $1,745,729 10,063
2023-03-31 $2,157,672 11,909
2022-12-31 $2,170,888 12,183
2022-09-30 $1,924,966 11,336
2022-06-30 $1,590,586 9,135
2022-03-31 $2,046,229 10,073
2021-12-31 $2,271,184 10,317
2021-09-30 $674,728 3,496
2021-06-30 $724,779 3,781
2021-03-31 $843,546 5,137
2020-12-31 $886,795 5,584
2020-09-30 $1,021,574 7,421
2020-06-30 $711,326 5,293
2020-03-31 $594,667 4,678