Position in DEO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,192,241
+$987,653 QoQ
Shares Held
89,478
+7.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#88
of 718 holders
Holding Since
Dec 2023
11 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, 2026Moran Wealth Management, LLC holds $14,814,220 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
286,003 | $7,621,979 | |
| 2 | DEO |
Diageo PLC
This page
|
89,478 | $7,192,241 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,192,241 | 89,478 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||