Position in DEO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$222,754
+$26,835 QoQ
Shares Held
2,992
+31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Lido Advisors, LLC holds $534,268 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
|
11,628 | $311,514 | |
| 2 | DEO |
Diageo PLC
This page
|
2,992 | $222,754 |
All Filings in DEO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,754 | 2,992 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $195,919 | 2,271 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $273,838 | 2,154 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $510,556 | 3,638 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,592 | 4,137 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $621,733 | 4,180 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $722,764 | 4,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $774,542 | 5,192 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $950,843 | 5,481 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $929,271 | 5,129 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $569,317 | 3,195 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $506,033 | 2,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $496,067 | 2,849 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $641,109 | 3,156 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $658,879 | 2,993 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $619,916 | 3,212 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $504,911 | 2,634 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $618,579 | 3,767 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $545,035 | 3,432 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $448,496 | 3,258 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $431,257 | 3,209 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $436,275 | 3,432 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||