Position in DEO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,835,396
+$866,132 QoQ
Shares Held
22,834
+75.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#172
of 716 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $2,776,247 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
22,834 | $1,835,396 | |
| 2 | BF-B |
Brown Forman Corp
|
35,304 | $940,851 |
All Filings in DEO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,835,396 | 22,834 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $969,264 | 13,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,490,314 | 17,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,642,827 | 17,215 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,674,448 | 16,605 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,638,915 | 15,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,254,142 | 17,731 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,231,686 | 15,902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,695,019 | 13,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,040,415 | 13,718 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,524,914 | 10,469 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,673,501 | 11,218 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,704,787 | 9,827 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,688,959 | 9,322 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,494,479 | 8,387 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,592,987 | 9,381 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,074,320 | 6,170 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,246,670 | 6,137 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,142,086 | 5,188 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $746,910 | 3,870 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $666,314 | 3,476 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $502,646 | 3,061 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $444,668 | 2,800 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $296,657 | 2,155 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $276,977 | 2,061 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||