Position in DEO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$42,922
+$41,359 QoQ
Shares Held
534
+2442.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 716 holders
Holding Since
Jun 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $45,826 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
|
534 | $42,922 | |
| 2 | BF-B |
Brown Forman Corp
|
109 | $2,904 |
All Filings in DEO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,922 | 534 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,563 | 21 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,811 | 21 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,004 | 21 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,117 | 21 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,200 | 21 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,669 | 21 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,947 | 21 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,647 | 21 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,123 | 21 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,058 | 21 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,132 | 21 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,643 | 21 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||