Position in DEO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$102,082
+$7,531 QoQ
Shares Held
1,270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#491
of 716 holders
Holding Since
Sep 2020
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, 2026Crewe Advisors LLC holds $227,308 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
4,577 | $125,226 | |
| 2 | DEO |
Diageo PLC
This page
|
1,270 | $102,082 |
All Filings in DEO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,082 | 1,270 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $94,551 | 1,270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $109,562 | 1,270 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $121,196 | 1,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,411 | 14 | Shares | Sole | 2025-07-30 | |
| 2024-03-31 | $1,636 | 11 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $11,188 | 75 | Shares | Sole | 2023-11-09 | |
| 2020-09-30 | $1,101 | 8 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||