EverSource Wealth Advisors, LLC

Position in DEO — Diageo PLC

CIK 1710537 BIRMINGHAM, AL

Position in DEO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$100,470

+$11,133 QoQ

Shares Held

1,250

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#493

of 717 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $157,574 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	1,250	$100,470
2	BF-B	Brown Forman Corp	2,070	$56,633
3	MGPI	Mgp Ingredients Inc	27	$471

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,470	1,250	+4.2%	Shares	Sole	2026-07-24
2026-03-31	$89,337	1,200	+26.2%	Shares	Sole	2026-05-18
2025-12-31	$82,038	951	-14.3%	Shares	Sole	2026-02-06
2025-09-30	$105,924	1,110	-10.0%	Shares	Sole	2025-11-10
2025-06-30	$124,434	1,234	+87.3%	Shares	Sole	2025-08-13
2025-03-31	$69,055	659	-65.7%	Shares	Sole	2025-05-13
2024-12-31	$244,468	1,923	+30.1%	Shares	Sole	2025-02-10
2024-09-30	$207,419	1,478	-0.9%	Shares	Sole	2024-11-08
2024-06-30	$188,109	1,492	-11.5%	Shares	Sole	2024-08-13
2024-03-31	$250,623	1,685	+140.0%	Shares	Sole	2024-06-11
2023-12-31	$102,250	702	+13.8%	Shares	Sole	2024-02-09
2023-09-30	$92,043	617	-38.9%	Shares	Sole	2023-11-03
2023-06-30	$175,213	1,010	-40.6%	Shares	Sole	2023-08-04
2023-03-31	$308,005	1,700	+3.0%	Shares	Sole	2023-05-11
2022-12-31	$294,011	1,650	-22.4%	Shares	Sole	2023-02-09
2022-09-30	$361,184	2,127	-13.1%	Shares	Sole	2022-11-07
2022-06-30	$426,244	2,448	+4.8%	Shares	Sole	2022-08-01
2022-03-31	$474,534	2,336	+58.8%	Shares	Sole	2022-05-25
2021-12-31	$323,825	1,471	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.