Bell Investment Advisors, Inc

Position in DEO — Diageo PLC

CIK 1890149 ORINDA, CA

Position in DEO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$31,750

+$3,534 QoQ

Shares Held

395

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#536

of 716 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $33,695 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC This page	395	$31,750
2	BF-B	Brown Forman Corp	73	$1,945

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,750	395	+4.2%	Shares	Sole	2026-08-07
2026-03-31	$28,216	379	+19.6%	Shares	Sole	2026-04-17
2025-12-31	$27,347	317	+1.9%	Shares	Sole	2026-02-24
2025-09-30	$29,678	311	+6.5%	Shares	Sole	2025-11-21
2025-06-30	$29,445	292	+94.7%	Shares	Sole	2025-08-11
2025-03-31	$15,718	150	-14.3%	Shares	Sole	2025-05-16
2024-12-31	$22,247	175	+6.7%	Shares	Sole	2025-02-07
2024-09-30	$23,015	164	-13.2%	Shares	Sole	2024-11-13
2024-06-30	$23,829	189	+105.4%	Shares	Sole	2024-08-08
2024-03-31	$13,684	92	+10.8%	Shares	Sole	2024-05-08
2023-12-31	$12,089	83	+18.6%	Shares	Sole	2024-02-14
2023-09-30	$10,442	70	+12.9%	Shares	Sole	2023-11-08
2023-06-30	$10,755	62	+416.7%	Shares	Sole	2023-08-09
2023-03-31	$2,174	12	-60.0%	Shares	Sole	2023-05-10
2022-12-31	$5,345	30	-14.3%	Shares	Sole	2023-02-09
2022-09-30	$5,943	35	+9.4%	Shares	Sole	2022-11-09
2022-06-30	$5,571	32	0.0%	Shares	Sole	2022-08-12
2021-12-31	$7,044	32	-43.9%	Shares	Sole	2022-02-14
2021-09-30	$11,001	57	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.