Position in DEO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$40,051,022
+$3,801,169 QoQ
Shares Held
498,271
+2.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#30
of 718 holders
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, 2026Douglas Lane & Associates, LLC holds $40,051,022 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
|
498,271 | $40,051,022 |
All Filings in DEO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,051,022 | 498,271 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $36,249,853 | 486,902 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $38,763,181 | 449,324 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $46,183,253 | 483,949 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $42,281,203 | 419,290 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $39,325,486 | 375,279 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $45,489,020 | 357,815 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $62,918,070 | 448,326 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $57,825,205 | 458,639 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $69,548,890 | 467,587 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $69,248,220 | 475,410 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $74,016,999 | 496,159 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $86,400,152 | 498,041 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $90,840,753 | 501,384 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $90,114,424 | 505,721 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $83,605,104 | 492,345 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $86,556,619 | 497,109 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $101,752,013 | 500,896 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $111,472,952 | 506,373 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $97,512,864 | 505,248 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $95,709,858 | 499,295 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $80,288,673 | 488,939 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $72,761,977 | 458,170 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $59,853,604 | 434,793 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $56,427,807 | 419,881 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $53,137,049 | 418,007 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||