Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,529
+$255 QoQ
Shares Held
131
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 717 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $10,581 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
131 | $10,529 | |
| 2 | BF-B |
Brown Forman Corp
|
2 | $52 |
All Filings in DEO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,529 | 131 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,274 | 138 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,646 | 135 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $62,697 | 657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,117 | 140 | Shares | Sole | 2025-08-11 | |
| 2021-12-31 | $227,844 | 1,035 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||