Position in DEO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$225,385
+$26,753 QoQ
Shares Held
2,804
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#89
of 169 holders
Holding Since
Dec 2025
3 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, 2026BFSG, LLC holds $333,676 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
2,804 | $225,385 | |
| 2 | MGPI |
Mgp Ingredients Inc
|
6,181 | $108,291 |
All Filings in DEO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,385 | 2,804 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $198,632 | 2,668 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $210,498 | 2,440 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||