Position in DEO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$368,060
-$1,807 QoQ
Shares Held
4,579
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#362
of 717 holders
Holding Since
Sep 2020
23 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $395,060 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
|
4,579 | $368,060 | |
| 2 | SNDL |
SNDL Inc.
|
20,000 | $27,000 |
All Filings in DEO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,060 | 4,579 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $369,867 | 4,968 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $313,073 | 3,629 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $309,956 | 3,248 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $236,570 | 2,346 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $218,155 | 1,716 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $240,823 | 1,716 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $216,353 | 1,716 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $276,061 | 1,856 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $289,280 | 1,986 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $279,712 | 1,875 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $325,275 | 1,875 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $340,799 | 1,881 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $352,994 | 1,981 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $336,393 | 1,981 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $348,414 | 2,001 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $295,771 | 1,456 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $319,203 | 1,450 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $279,850 | 1,450 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $280,825 | 1,465 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $240,567 | 1,465 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $235,515 | 1,483 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $209,656 | 1,523 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||