NewEdge Advisors, LLC

Position in DEO — Diageo PLC

CIK 1633516 NEW ORLEANS, LA

Position in DEO

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$1,800,647

-$40,009 QoQ

Shares Held

24,186

+13.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

NewEdge Advisors, LLC holds $1,838,119 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	24,186	$1,800,647
2	WVVI	Willamette Valley Vineyards Inc	12,921	$33,206
3	MGPI	Mgp Ingredients Inc	232	$4,266

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,800,647	24,186	+13.4%	Shares	Sole	2026-06-03
2025-12-31	$1,840,656	21,336	+10.2%	Shares	Sole	2026-02-18
2025-09-30	$1,847,620	19,361	-7.2%	Shares	Sole	2025-11-17
2025-06-30	$2,102,715	20,852	+6.2%	Shares	Sole	2025-08-14
2025-03-31	$2,057,027	19,630	+3.3%	Shares	Sole	2025-05-15
2024-12-31	$2,414,961	18,996	+3.9%	Shares	Sole	2025-02-13
2024-09-30	$2,566,397	18,287	+20.1%	Shares	Sole	2024-11-14
2024-06-30	$1,919,820	15,227	+17.2%	Shares	Sole	2024-08-16
2024-03-31	$1,933,025	12,996	+6.0%	Shares	Sole	2024-05-14
2023-12-31	$1,786,519	12,265	+11.0%	Shares	Sole	2024-02-13
2023-09-30	$1,648,886	11,053	+9.8%	Shares	Sole	2023-11-14
2023-06-30	$1,745,729	10,063	-15.5%	Shares	Sole	2023-08-14
2023-03-31	$2,157,672	11,909	-2.2%	Shares	Sole	2023-05-12
2022-12-31	$2,170,888	12,183	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$1,924,966	11,336	+24.1%	Shares	Sole	2022-11-14
2022-06-30	$1,590,586	9,135	-9.3%	Shares	Sole	2022-08-09
2022-03-31	$2,046,229	10,073	-2.4%	Shares	Sole	2022-05-13
2021-12-31	$2,271,184	10,317	+195.1%	Shares	Sole	2022-02-17
2021-09-30	$674,728	3,496	-7.5%	Shares	Sole	2021-10-29
2021-06-30	$724,779	3,781	-26.4%	Shares	Sole	2021-07-22
2021-03-31	$843,546	5,137	-8.0%	Shares	Sole	2021-04-26
2020-12-31	$886,795	5,584	-24.8%	Shares	Sole	2021-01-27
2020-09-30	$1,021,574	7,421	+40.2%	Shares	Sole	2020-11-03
2020-06-30	$711,326	5,293	+13.1%	Shares	Sole	2020-07-29
2020-03-31	$594,667	4,678	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.