Arkadios Wealth Advisors

Position in DEO — Diageo PLC

CIK 1800798 ATLANTA, GA

Position in DEO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$217,508

-$120,290 QoQ

Shares Held

2,706

+12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#454

of 717 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Arkadios Wealth Advisors holds $1,183,568 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BF-B	Brown Forman Corp	36,250	$966,060
2	DEO	Diageo PLC This page	2,706	$217,508

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,508	2,706	+12.4%	Shares	Sole	2026-08-10
2024-09-30	$337,798	2,407	+20.5%	Shares	Sole	2024-10-24
2024-03-31	$297,182	1,998	+25.8%	Shares	Sole	2024-04-30
2023-09-30	$236,897	1,588	+16.9%	Shares	Sole	2023-10-13
2023-06-30	$235,585	1,358	-0.4%	Shares	Sole	2023-07-26
2023-03-31	$247,129	1,364	+1.6%	Shares	Sole	2023-05-02
2022-12-31	$239,309	1,343	-4.8%	Shares	Sole	2023-01-11
2022-09-30	$239,432	1,410	+4.8%	Shares	Sole	2022-10-21
2022-06-30	$234,365	1,346	-3.2%	Shares	Sole	2022-07-14
2022-03-31	$282,567	1,391	+13.6%	Shares	Sole	2022-05-02
2021-12-31	$269,451	1,224	+3.2%	Shares	Sole	2022-02-03
2021-09-30	$228,898	1,186	+1.0%	Shares	Sole	2021-10-19
2021-06-30	$225,044	1,174	0.0%	Shares	Sole	2021-07-28
2021-03-31	$192,782	1,174	+803.1%	Shares	Sole	2021-04-26
2020-12-31	$20,645	130	-16.1%	Shares	Sole	2021-02-09
2020-03-31	$19,703	155	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.