Position in DEO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,369
+$2,478 QoQ
Shares Held
129
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 716 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Cornerstone Planning Group LLC holds $11,122 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
129 | $10,369 | |
| 2 | MGPI |
Mgp Ingredients Inc
|
43 | $753 |
All Filings in DEO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,369 | 129 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,891 | 106 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,831 | 56 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $560 | 80 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,134 | 41 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,086 | 39 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,593 | 44 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,473 | 39 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,530 | 28 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,759 | 32 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,302 | 57 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,922 | 33 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,704 | 79 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $15,146 | 85 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||