BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in DEO — Diageo PLC

CIK 1654599 MORRISTOWN, NJ

Back to DEO Full portfolio

Position in DEO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$48,067

-$24,968 QoQ

Shares Held

598

-39.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#521

of 716 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Common Shares in DEO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $48,067 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC This page	598	$48,067

All Filings in DEO

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,067	598	-39.0%	Shares	Sole	2026-07-08
2026-03-31	$73,035	981	-42.9%	Shares	Sole	2026-04-14
2024-06-30	$216,731	1,719	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$256,725	1,726	+49.8%	Shares	Sole	2024-05-09
2023-03-31	$208,719	1,152	-8.7%	Shares	Sole	2023-05-04
2022-12-31	$224,875	1,262	-9.0%	Shares	Sole	2023-01-13
2022-09-30	$235,526	1,387	+1.5%	Shares	Sole	2022-10-20
2022-06-30	$237,847	1,366	0.0%	Shares	Sole	2022-07-21
2022-03-31	$277,489	1,366	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$301,811	1,371	+7.4%	Shares	Sole	2022-02-04
2021-09-30	$246,268	1,276	0.0%	Shares	Sole	2021-11-09
2021-06-30	$244,596	1,276	-26.0%	Shares	Sole	2021-08-02
2021-03-31	$283,098	1,724	-0.2%	Shares	Sole	2021-05-21
2020-12-31	$274,423	1,728	+8.5%	Shares	Sole	2021-02-08
2020-09-30	$219,292	1,593	-25.9%	Shares	Sole	2020-10-29
2020-06-30	$288,804	2,149	-29.7%	Shares	Sole	2020-07-28
2020-03-31	$388,732	3,058	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.