Position in DEO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$112,612
-$139,177 QoQ
Shares Held
1,401
-58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#489
of 716 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $130,208 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (86.5% of the industry book) .
All Filings in DEO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,612 | 1,401 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $251,789 | 3,382 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $309,881 | 3,592 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $427,526 | 4,480 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $404,368 | 4,010 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $421,779 | 4,025 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $513,732 | 4,041 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $567,113 | 4,041 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $314,191 | 2,492 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $361,586 | 2,431 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||