Spire Wealth Management

Position in DEO — Diageo PLC

CIK 1858740 MCLEAN, VA

Position in DEO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,234

-$3,337 QoQ

Shares Held

-36.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#616

of 717 holders

Holding Since

Mar 2021

22 quarters on record

Consumer Defensive · as of Jun 30, 2026

Spire Wealth Management holds $9,213 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC This page	90	$7,234
2	MGPI	Mgp Ingredients Inc	113	$1,979

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,234	90	-36.6%	Shares	Sole	2026-07-15
2026-03-31	$10,571	142	-55.9%	Shares	Sole	2026-04-22
2025-12-31	$27,778	322	+123.6%	Shares	Sole	2026-01-14
2025-09-30	$13,741	144	-15.8%	Shares	Sole	2025-10-23
2025-06-30	$17,243	171	-93.6%	Shares	Sole	2025-08-04
2025-03-31	$280,522	2,677	-24.5%	Shares	Sole	2025-04-23
2024-12-31	$450,675	3,545	+65.4%	Shares	Sole	2025-01-24
2024-09-30	$300,748	2,143	-8.1%	Shares	Sole	2024-10-15
2024-06-30	$294,144	2,333	-6.8%	Shares	Sole	2024-07-31
2024-03-31	$372,296	2,503	-1.3%	Shares	Sole	2024-04-24
2023-12-31	$369,393	2,536	+12.6%	Shares	Sole	2024-02-06
2023-09-30	$335,953	2,252	-61.9%	Shares	Sole	2023-11-08
2023-06-30	$1,026,307	5,916	+105.9%	Shares	Sole	2023-08-09
2023-03-31	$520,530	2,873	+38.9%	Shares	Sole	2023-05-09
2022-12-31	$368,675	2,069	+0.6%	Shares	Sole	2023-02-03
2022-09-30	$349,299	2,057	-39.7%	Shares	Sole	2022-11-07
2022-06-30	$594,271	3,413	-1.2%	Shares	Sole	2022-07-22
2022-03-31	$701,645	3,454	-6.0%	Shares	Sole	2022-04-18
2021-12-31	$808,794	3,674	-35.2%	Shares	Sole	2022-01-14
2021-09-30	$1,094,696	5,672	-5.0%	Shares	Sole	2021-10-22
2021-06-30	$1,144,005	5,968	-28.3%	Shares	Sole	2021-07-26
2021-03-31	$1,367,048	8,325	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.