Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$634,117
-$33,997 QoQ
Shares Held
7,889
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#290
of 717 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $1,187,423 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
7,889 | $634,117 | |
| 2 | BF-B |
Brown Forman Corp
|
20,762 | $553,306 |
All Filings in DEO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,117 | 7,889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $668,114 | 8,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,771 | 5,399 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $422,754 | 4,430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $296,368 | 2,939 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $358,381 | 3,420 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $292,399 | 2,300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $791,798 | 5,642 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $349,998 | 2,776 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $239,028 | 1,641 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $308,653 | 2,069 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $289,888 | 1,600 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||