Position in DEO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$67,519
+$4,981 QoQ
Shares Held
840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 716 holders
Holding Since
Mar 2020
11 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, 2026Golden State Wealth Management, LLC holds $70,802 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
840 | $67,519 | |
| 2 | BF-B |
Brown Forman Corp
|
120 | $3,283 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,519 | 840 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $62,538 | 840 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $72,466 | 840 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $134,174 | 1,406 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $102,251 | 1,014 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $125,477 | 987 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $219,699 | 998 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,002 | 1,114 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $213,542 | 1,114 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $156,381 | 1,136 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $135,509 | 1,066 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||