IFP Advisors, Inc

Position in DEO — Diageo PLC

CIK 1641866 TAMPA, FL

Position in DEO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$85,042

-$4,149 QoQ

Shares Held

1,058

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#497

of 716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IFP Advisors, Inc holds $88,900 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (95.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	1,058	$85,042
2	SNDL	SNDL Inc.	1,330	$1,795
3	MGPI	Mgp Ingredients Inc	85	$1,489
4	BF-B	Brown Forman Corp	21	$574

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,042	1,058	-11.7%	Shares	Sole	2026-07-20
2026-03-31	$89,191	1,198	-42.0%	Shares	Sole	2026-04-13
2025-12-31	$178,233	2,066	+19.8%	Shares	Sole	2026-02-06
2025-09-30	$164,616	1,725	+22.4%	Shares	Sole	2026-02-06
2025-06-30	$142,083	1,409	+9.6%	Shares	Sole	2025-07-24
2025-03-31	$134,759	1,286	+3.9%	Shares	Sole	2025-05-05
2024-12-31	$157,386	1,238	+42.6%	Shares	Sole	2025-02-04
2024-09-30	$121,815	868	-33.2%	Shares	Sole	2025-02-04
2024-06-30	$163,777	1,299	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$191,577	1,288	-2.1%	Shares	Sole	2024-07-30
2023-12-31	$191,542	1,315	-9.1%	Shares	Sole	2024-01-09
2023-09-30	$215,863	1,447	+179.9%	Shares	Sole	2023-10-12
2023-06-30	$89,689	517	-11.2%	Shares	Sole	2023-08-04
2023-03-31	$105,446	582	-61.3%	Shares	Sole	2023-04-18
2022-12-31	$186	1,504	-14.6%	Shares	Sole	2023-02-07
2022-09-30	$299,035	1,761	+31.0%	Shares	Sole	2022-11-08
2022-06-30	$234,017	1,344	+188.4%	Shares	Sole	2022-09-06
2022-03-31	$94,663	466	+16.5%	Shares	Sole	2022-08-08
2021-12-31	$88,056	400	+20.1%	Shares	Sole	2022-01-12
2021-09-30	$64,269	333	+16.4%	Shares	Sole	2021-10-06
2021-06-30	$54,823	286	0.0%	Shares	Sole	2021-07-13
2021-03-31	$46,964	286	-3.4%	Shares	Sole	2021-04-30
2020-12-31	$47,007	296	-40.8%	Shares	Sole	2021-01-25
2020-09-30	$68,830	500	+12.4%	Shares	Sole	2020-10-29
2020-06-30	$59,803	445	+32.4%	Shares	Sole	2020-08-05
2020-03-31	$42,712	336	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.