Position in DEO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,190
-$757 QoQ
Shares Held
500
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#527
of 716 holders
Holding Since
Dec 2025
3 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, 2026Rialto Wealth Management, LLC holds $42,888 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
500 | $40,190 | |
| 2 | BF-B |
Brown Forman Corp
|
101 | $2,698 |
All Filings in DEO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,190 | 500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $40,947 | 550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,742 | 565 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||