Position in DEO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,294,814
+$2,085,312 QoQ
Shares Held
103,195
+23.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#79
of 717 holders
Holding Since
Dec 2023
7 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, 2026Philip James Wealth Mangement, LLC holds $8,294,814 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
|
103,195 | $8,294,814 |
All Filings in DEO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,294,814 | 103,195 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,209,502 | 83,405 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,304,914 | 61,492 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,465,265 | 46,791 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,338,509 | 33,107 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,908,435 | 18,212 | Shares | Sole | 2025-04-24 | |
| 2023-12-31 | $212,954 | 1,462 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||