Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,229
+$1,713 QoQ
Shares Held
289
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 716 holders
Holding Since
Mar 2020
19 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, 2026Truvestments Capital LLC holds $24,215 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
|
289 | $23,229 | |
| 2 | BF-B |
Brown Forman Corp
|
37 | $986 |
All Filings in DEO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,229 | 289 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,516 | 289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,932 | 289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,579 | 289 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,739 | 285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,865 | 285 | Shares | Sole | 2025-05-14 | |
| 2023-09-30 | $5,967 | 40 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,939 | 40 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,247 | 40 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,127 | 40 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,792 | 40 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,964 | 40 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $21,573 | 98 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,563 | 91 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,443 | 91 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,943 | 91 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $13,975 | 88 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $27,953 | 208 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,372 | 58 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||