Position in DEO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$38,180
-$19,816 QoQ
Shares Held
475
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#529
of 717 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Ritter Daniher Financial Advisory LLC / DE holds $38,180 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
|
475 | $38,180 |
All Filings in DEO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,180 | 475 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $57,996 | 779 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $205,753 | 2,385 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,843 | 2,660 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||