Position in DEO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$130,858
-$56,756 QoQ
Shares Held
1,628
-35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#483
of 716 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $132,773 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
1,628 | $130,858 | |
| 2 | BF-B |
Brown Forman Corp
|
70 | $1,915 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,858 | 1,628 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $187,614 | 2,520 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $158,909 | 1,842 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $154,978 | 1,624 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $66,352 | 658 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $29,550 | 282 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $38,393 | 302 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $41,961 | 299 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,521 | 20 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,974 | 20 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,913 | 20 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||