Global Retirement Partners, LLC

Pension

Position in DEO — Diageo PLC

CIK 1749744 San Rafael, CA

Position in DEO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$443,536

-$107,297 QoQ

Shares Held

5,518

-13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#339

of 717 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $547,963 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	5,518	$443,536
2	MGPI	Mgp Ingredients Inc	3,137	$54,960
3	BF-B	Brown Forman Corp	1,814	$48,385
4	SNDL	SNDL Inc.	802	$1,082

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,536	5,518	-13.6%	Shares	Sole	2026-08-06
2025-12-31	$550,833	6,385	+83.8%	Shares	Sole	2026-02-06
2025-09-30	$331,428	3,473	+38.8%	Shares	Sole	2025-10-21
2025-06-30	$252,402	2,503	-52.1%	Shares	Sole	2025-08-12
2024-12-31	$664,381	5,226	-35.8%	Shares	Sole	2025-01-31
2024-09-30	$1,143,209	8,146	+1.1%	Shares	Sole	2024-10-16
2024-06-30	$1,016,330	8,061	+10.8%	Shares	Sole	2024-07-23
2024-03-31	$1,082,529	7,278	+1101.0%	Shares	Sole	2024-04-23
2023-12-31	$88,269	606	-1.3%	Shares	Sole	2024-01-18
2023-09-30	$91,596	614	+3.9%	Shares	Sole	2023-10-13
2023-06-30	$102,526	591	-4.4%	Shares	Sole	2023-07-20
2023-03-31	$111,969	618	-15.7%	Shares	Sole	2023-05-08
2022-12-31	$130,613	733	+27.7%	Shares	Sole	2023-02-13
2022-09-30	$97,470	574	+0.2%	Shares	Sole	2022-11-03
2022-06-30	$99,770	573	+1.1%	Shares	Sole	2022-07-15
2022-03-31	$115,180	567	+24.6%	Shares	Sole	2022-07-14
2021-12-31	$100,163	455	+25.7%	Shares	Sole	2022-01-21
2021-09-30	$69,866	362	+2.5%	Shares	Sole	2021-10-22
2021-06-30	$67,666	353	+9.0%	Shares	Sole	2021-07-15
2021-03-31	$53,204	324	-17.8%	Shares	Sole	2021-04-14
2020-12-31	$62,571	394	+5.6%	Shares	Sole	2021-01-13
2020-09-30	$51,347	373	-22.5%	Shares	Sole	2020-10-09
2020-06-30	$64,641	481	+15.9%	Shares	Sole	2020-07-13
2020-03-31	$52,754	415	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.