Commonwealth Retirement Investments LLC
PensionPosition in DEO — Diageo PLC
CIK 1963787
RICHMOND, VA
Position in DEO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,456
-$8,880 QoQ
Shares Held
43
-69.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#652
of 716 holders
Holding Since
Dec 2025
2 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 Jun 30, 2026Commonwealth Retirement Investments LLC holds $28,427 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
937 | $24,971 | |
| 2 | DEO |
Diageo PLC
This page
|
43 | $3,456 |
All Filings in DEO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,456 | 43 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $12,336 | 143 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||