Position in DEO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,626
-$50,136 QoQ
Shares Held
2,807
-24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#447
of 716 holders
Holding Since
Dec 2020
22 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, 2026Pinnacle Wealth Planning Services, Inc. holds $235,380 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (95.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
2,807 | $225,626 | |
| 2 | BF-B |
Brown Forman Corp
|
362 | $9,754 |
All Filings in DEO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,626 | 2,807 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $275,762 | 3,704 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $266,229 | 3,086 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $364,032 | 3,610 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,001 | 2,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $300,916 | 2,367 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $478,699 | 3,411 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $362,480 | 2,875 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $529,514 | 3,560 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $462,470 | 3,175 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $411,438 | 2,758 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $484,182 | 2,791 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $420,155 | 2,319 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $304,704 | 1,710 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $337,921 | 1,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $342,319 | 1,966 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $392,466 | 1,932 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $375,338 | 1,705 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $317,678 | 1,646 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $312,263 | 1,629 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $261,422 | 1,592 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $226,939 | 1,429 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||