Position in DEO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,042,865
-$401,638 QoQ
Shares Held
37,856
-18.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#128
of 716 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Sanctuary Advisors, LLC holds $4,264,047 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
37,856 | $3,042,865 | |
| 2 | BF-B |
Brown Forman Corp
|
45,823 | $1,221,182 |
All Filings in DEO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,042,865 | 37,856 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,444,503 | 46,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,826,678 | 44,357 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,918,388 | 72,497 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $6,780,582 | 67,241 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $7,596,960 | 72,497 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $9,879,272 | 77,710 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,526,622 | 75,008 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $9,758,213 | 77,397 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||