Steward Partners Investment Advisory, LLC

Position in DEO — Diageo PLC

CIK 1723397 STAMFORD, CT

Back to DEO Full portfolio

Position in DEO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$441,488

-$2,543,626 QoQ

Shares Held

5,930

-82.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $461,595 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (95.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	5,930	$441,488
2	WVVI	Willamette Valley Vineyards Inc	4,749	$12,204
3	BF-A	Brown Forman Corp	295	$7,903

All Filings in DEO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$441,488	5,930	-82.9%	Shares	Sole	2026-05-08
2025-12-31	$2,985,114	34,602	-2.8%	Shares	Sole	2026-02-12
2025-09-30	$3,397,403	35,601	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$3,475,551	34,466	+8.8%	Shares	Sole	2025-08-12
2025-03-31	$3,319,118	31,674	+5.4%	Shares	Sole	2025-05-13
2024-12-31	$3,821,400	30,059	+8.2%	Shares	Sole	2025-02-06
2024-09-30	$3,899,627	27,787	+5.2%	Shares	Sole	2024-11-14
2024-06-30	$3,328,890	26,403	+36.3%	Shares	Sole	2024-08-08
2024-03-31	$2,881,540	19,373	+390.3%	Shares	Sole	2024-05-15
2023-12-31	$575,502	3,951	-11.6%	Shares	Sole	2024-02-12
2023-09-30	$666,983	4,471	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$776,843	4,478	+6.6%	Shares	Sole	2023-08-14
2023-03-31	$761,318	4,202	-3.6%	Shares	Sole	2023-05-15
2022-12-31	$776,552	4,358	-2.8%	Shares	Sole	2023-02-15
2022-09-30	$761,597	4,485	+2.2%	Shares	Sole	2022-11-10
2022-06-30	$764,212	4,389	-1.5%	Shares	Sole	2022-08-04
2022-03-31	$904,988	4,455	+0.0%	Shares	Sole	2022-05-02
2021-12-31	$980,283	4,453	-2.8%	Shares	Sole	2022-02-08
2021-09-30	$884,326	4,582	+6.0%	Shares	Sole	2021-11-12
2021-06-30	$828,292	4,321	-36.3%	Shares	Sole	2021-08-13
2021-03-31	$1,114,493	6,787	+6.8%	Shares	Sole	2021-05-17
2020-12-31	$1,009,237	6,355	-8.5%	Shares	Sole	2021-02-11
2020-09-30	$955,773	6,943	-33.4%	Shares	Sole	2020-10-30
2020-06-30	$1,401,956	10,432	+27.6%	Shares	Sole	2020-08-06
2020-03-31	$1,039,078	8,174	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.