Position in DEO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,687
-$2,854 QoQ
Shares Held
21
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 717 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $1,687 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
|
21 | $1,687 |
All Filings in DEO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,541 | 61 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $35,999 | 357 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,246 | 194 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $50,977 | 401 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||