Position in DEO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$216,945
-$23,156 QoQ
Shares Held
2,699
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#455
of 717 holders
Holding Since
Mar 2026
2 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,504,939 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
48,330 | $1,287,994 | |
| 2 | DEO |
Diageo PLC
This page
|
2,699 | $216,945 |
All Filings in DEO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,945 | 2,699 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $240,101 | 3,225 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||