Position in DEO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,607
-$481 QoQ
Shares Held
20
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#678
of 716 holders
Holding Since
Mar 2023
4 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, 2026Buck Wealth Strategies, LLC holds $2,099 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
20 | $1,607 | |
| 2 | BF-B |
Brown Forman Corp
|
18 | $492 |
All Filings in DEO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607 | 20 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $2,088 | 14 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,428 | 14 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $2,536 | 14 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||