Position in DEO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,637,279
-$742,128 QoQ
Shares Held
75,719
+2.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95.05347593582889.ToString("F0")%
Shared 0.ToString("F0")%
None 4.946524064171124.ToString("F0")%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $6,311,567 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (89.3% of the industry book) .
All Filings in DEO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,637,279 | 75,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,379,407 | 73,947 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,428,651 | 77,844 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,057,921 | 79,908 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $8,238,275 | 78,617 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,935,349 | 101,749 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $14,980,031 | 106,741 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $11,717,749 | 92,939 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,607,880 | 57,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,363,360 | 57,417 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,485,918 | 83,697 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $54,651,924 | 315,033 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $40,766,768 | 225,007 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $36,519,684 | 204,948 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||