Position in DEO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,030,712
New position
Shares Held
12,823
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 717 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $1,235,912 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
12,823 | $1,030,712 | |
| 2 | BF-B |
Brown Forman Corp
|
7,500 | $205,200 |
All Filings in DEO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,712 | 12,823 | Shares | Defined | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||