Position in DEO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,681
+$641 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#599
of 716 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $8,681 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
|
108 | $8,681 |
All Filings in DEO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,681 | 108 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,040 | 108 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,317 | 108 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,306 | 108 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $10,890 | 108 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $11,212 | 107 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $13,602 | 107 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||