Position in DEO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$371,757
-$170,462 QoQ
Shares Held
4,625
-36.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#360
of 717 holders
Holding Since
Dec 2024
7 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, 2026Premier Path Wealth Partners, LLC holds $371,757 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
|
4,625 | $371,757 |
All Filings in DEO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,757 | 4,625 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $542,219 | 7,283 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $766,595 | 8,886 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,151,267 | 12,064 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,108,735 | 10,995 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,157,615 | 11,047 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,307,786 | 10,287 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||