Position in DEO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,147,263
+$201,972 QoQ
Shares Held
14,273
+12.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 716 holders
Holding Since
Jun 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 Jun 30, 2026Beacon Pointe Advisors, LLC holds $1,147,263 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
14,273 | $1,147,263 | |
| 2 | BF-B |
Brown Forman Corp
|
23,525 | $0 |
All Filings in DEO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,263 | 14,273 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $945,291 | 12,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $659,534 | 7,645 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,422,861 | 14,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,467,222 | 14,550 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,143,187 | 39,538 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,591,921 | 12,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,030,439 | 14,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,327,184 | 18,458 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,326,144 | 15,639 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,102,747 | 14,436 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,238,445 | 15,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,157,570 | 12,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,495,754 | 13,775 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,117,075 | 11,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,631,364 | 9,607 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,706,027 | 9,798 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,130,590 | 15,411 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $798,007 | 3,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,140,177 | 11,089 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $859,154 | 4,482 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $579,168 | 3,527 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $284,746 | 1,793 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $380,905 | 2,767 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $279,934 | 2,083 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||