Position in DEO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,956,831
+$1,512,638 QoQ
Shares Held
123,872
+9.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#73
of 718 holders
Holding Since
Sep 2024
8 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, 2026Allied Investment Advisors, LLC holds $9,956,831 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
123,872 | $9,956,831 |
All Filings in DEO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,956,831 | 123,872 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,444,193 | 113,421 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,067,021 | 93,509 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,286,186 | 86,830 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,019,401 | 79,526 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,841,330 | 74,829 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $8,080,891 | 63,564 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,707,254 | 62,044 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||