Position in DEO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$24,114
-$44,082 QoQ
Shares Held
300
-67.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
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, 2026Wealth Enhancement Trust Services, Inc. holds $24,411 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
300 | $24,114 | |
| 2 | MGPI |
Mgp Ingredients Inc
|
17 | $297 |
All Filings in DEO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,114 | 300 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $68,196 | 916 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $33,472 | 388 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||