Position in DEO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,204,588
+$1,723,294 QoQ
Shares Held
83,339
+60.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Moran Wealth Management, LLC holds $6,204,588 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
83,339 | $6,204,588 |
All Filings in DEO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,204,588 | 83,339 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,481,294 | 51,945 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $4,163,133 | 43,625 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,236,994 | 42,017 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,130,717 | 39,419 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,758,094 | 37,427 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,559,990 | 39,618 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,031,222 | 39,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,594,111 | 37,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,165,831 | 35,465 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||