Position in DEO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$47,467,008
-$45,869,445 QoQ
Shares Held
637,569
-41.1% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JPMORGAN CHASE & CO holds $52,582,121 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (90.3% of the industry book) .
All Filings in DEO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,467,008 | 637,569 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $93,336,453 | 1,081,911 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $121,823,643 | 1,276,576 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $128,303,667 | 1,272,349 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $137,066,466 | 1,308,011 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $155,166,481 | 1,220,534 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $156,758,932 | 1,116,994 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $111,839,005 | 887,048 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $78,151,412 | 525,423 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $77,508,447 | 532,119 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $62,971,260 | 422,116 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $65,734,517 | 378,917 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $65,563,421 | 361,869 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $29,378,179 | 164,870 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $27,363,859 | 161,144 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $28,372,676 | 162,949 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $29,985,084 | 147,608 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $34,869,512 | 158,397 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $42,009,731 | 217,667 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $44,883,636 | 234,147 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $35,198,245 | 214,349 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $30,043,988 | 189,182 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $22,188,173 | 161,181 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $21,678,716 | 161,312 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $20,893,439 | 164,360 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||