Position in DEO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$397,711
-$169,945 QoQ
Shares Held
5,342
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026DAYMARK WEALTH PARTNERS, LLC holds $935,439 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
|
20,072 | $537,728 | |
| 2 | DEO |
Diageo PLC
This page
|
5,342 | $397,711 |
All Filings in DEO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $397,711 | 5,342 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $567,656 | 6,580 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $795,504 | 8,336 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $962,719 | 9,547 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $976,014 | 9,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,181,673 | 9,295 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,323,686 | 9,432 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,201,416 | 9,529 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,749,331 | 11,761 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,205,773 | 8,278 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,164,051 | 7,803 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,072,626 | 6,183 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $202,196 | 1,116 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||