HB Wealth Management, LLC

Position in DEO — Diageo PLC

CIK 1911253 Atlanta, GA

Position in DEO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,546,832

+$93,717 QoQ

Shares Held

19,244

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#187

of 716 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $1,546,832 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC This page	19,244	$1,546,832

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,546,832	19,244	-1.4%	Shares	Sole	2026-07-29
2026-03-31	$1,453,115	19,518	-4.2%	Shares	Sole	2026-04-27
2025-12-31	$1,758,010	20,378	-15.5%	Shares	Sole	2026-01-28
2025-09-30	$2,301,199	24,114	-0.5%	Shares	Sole	2025-10-23
2025-06-30	$2,443,655	24,233	-4.2%	Shares	Sole	2025-07-17
2025-03-31	$2,651,815	25,306	+116.5%	Shares	Sole	2025-05-07
2024-12-31	$1,485,768	11,687	+9.9%	Shares	Sole	2025-01-15
2024-09-30	$1,492,375	10,634	+21.7%	Shares	Sole	2024-10-15
2024-06-30	$1,101,434	8,736	-5.1%	Shares	Sole	2024-07-26
2024-03-31	$1,369,300	9,206	+7.8%	Shares	Sole	2024-04-30
2023-12-31	$1,244,082	8,541	+9.9%	Shares	Sole	2024-01-16
2023-09-30	$1,159,128	7,770	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,347,766	7,769	+2.6%	Shares	Sole	2023-07-13
2023-03-31	$1,372,076	7,573	-0.2%	Shares	Sole	2023-04-13
2022-12-31	$1,352,462	7,590	+4.7%	Shares	Sole	2023-01-20
2022-09-30	$1,231,292	7,251	+56.8%	Shares	Sole	2022-10-19
2022-06-30	$804,956	4,623	+147.9%	Shares	Sole	2022-07-15
2022-03-31	$378,856	1,865	+32.6%	Shares	Sole	2022-05-16
2021-12-31	$309,516	1,406	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.