Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$329,397
+$24,301 QoQ
Shares Held
4,098
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 717 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $488,630 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
4,098 | $329,397 | |
| 2 | BF-B |
Brown Forman Corp
|
5,975 | $159,233 |
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,397 | 4,098 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $305,096 | 4,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,671 | 3,265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,738 | 2,858 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $184,839 | 1,833 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,301 | 1,587 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $231,885 | 1,824 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $111,289 | 793 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,792 | 387 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $54,736 | 368 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $39,910 | 274 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||