Position in DEO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$445,224
+$38,727 QoQ
Shares Held
5,539
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#338
of 716 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $696,746 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
5,539 | $445,224 | |
| 2 | BF-B |
Brown Forman Corp
|
9,438 | $251,522 |
All Filings in DEO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,224 | 5,539 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $406,497 | 5,460 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $427,295 | 4,953 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $469,324 | 4,918 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $401,343 | 3,980 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $443,680 | 4,234 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $543,607 | 4,276 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $202,510 | 1,443 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $208,533 | 1,402 | Shares | Defined | 2024-05-13 | |
| 2022-12-31 | $341,590 | 1,917 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $353,544 | 2,082 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $404,306 | 2,322 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $469,050 | 2,309 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $452,607 | 2,056 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $383,684 | 1,988 | Shares | Defined | 2021-11-18 | |
| No filing history on record for this holder in this stock. | ||||||