Position in DEO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,281
+$1,275 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 716 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $30,961 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
215 | $17,281 | |
| 2 | BF-B |
Brown Forman Corp
|
500 | $13,680 |
All Filings in DEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,281 | 215 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,006 | 215 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,548 | 215 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,422 | 214 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,579 | 214 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $22,425 | 214 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $27,205 | 214 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $30,032 | 214 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $26,981 | 214 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $31,830 | 214 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $31,171 | 214 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $31,924 | 214 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $37,124 | 214 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $38,772 | 214 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $38,132 | 214 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $36,339 | 214 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $37,261 | 214 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $43,471 | 214 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $47,109 | 214 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $41,302 | 214 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $41,021 | 214 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $214 | 35,172 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $33,985 | 214 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $29,459 | 214 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $28,759 | 214 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $27,203 | 214 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||