Position in DEO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,413,185
-$918,687 QoQ
Shares Held
72,709
-0.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
All Filings in DEO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,413,185 | 72,709 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,331,872 | 73,396 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,789,950 | 81,630 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,377,756 | 73,163 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,657,738 | 73,077 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,975,368 | 54,868 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,686,281 | 54,769 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,131,953 | 24,841 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||