Position in DEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,567
-$10,914 QoQ
Shares Held
231
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#557
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, 2026Medallion Wealth Advisors, LLC holds $1,624,442 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
60,258 | $1,605,875 | |
| 2 | DEO |
Diageo PLC
This page
|
231 | $18,567 |
All Filings in DEO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,567 | 231 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,481 | 396 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,162 | 396 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $32,445 | 340 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $34,285 | 340 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $35,627 | 340 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $43,223 | 340 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||