Position in DEO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,224
+$385 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 264 holders
Holding Since
Dec 2020
14 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, 2026WOLFF WIESE MAGANA LLC holds $5,585 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
65 | $5,224 | |
| 2 | WVVI |
Willamette Valley Vineyards Inc
|
144 | $361 |
All Filings in DEO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,224 | 65 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,839 | 65 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,607 | 65 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,202 | 65 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,554 | 65 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,811 | 65 | Shares | Sole | 2025-04-22 | |
| 2022-09-30 | $27,169 | 160 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $25,421 | 146 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $12,594 | 62 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $9,466 | 43 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $8,299 | 43 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $8,242 | 43 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $7,061 | 43 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $11,593 | 73 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||