Position in DEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,449
+$3,749 QoQ
Shares Held
130
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#588
of 716 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $10,449 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
|
130 | $10,449 |
All Filings in DEO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,449 | 130 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,700 | 90 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,038 | 70 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||