Clearstead Advisors, LLC

Position in DEO — Diageo PLC

CIK 842775 CLEVELAND, OH

Position in DEO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$600,117

+$513,904 QoQ

Shares Held

7,466

+544.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#293

of 716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,253,925 across 3 Beverages - Wineries & Distilleries names. DEO ranks #2 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp	24,525	$653,686
2	DEO	Diageo PLC This page	7,466	$600,117
3	MGPI	Mgp Ingredients Inc	7	$122

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,117	7,466	+544.7%	Shares	Sole	2026-08-06
2026-03-31	$86,213	1,158	-55.5%	Shares	Sole	2026-05-06
2025-12-31	$224,647	2,604	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$248,404	2,603	0.0%	Shares	Sole	2025-11-10
2025-06-30	$262,486	2,603	+72.8%	Shares	Sole	2025-08-08
2025-03-31	$157,813	1,506	-28.7%	Shares	Sole	2025-05-13
2024-12-31	$268,498	2,112	-44.0%	Shares	Sole	2025-02-10
2024-09-30	$529,081	3,770	-29.5%	Shares	Sole	2024-11-13
2024-06-30	$674,528	5,350	+101.2%	Shares	Sole	2024-08-12
2024-03-31	$395,499	2,659	+1.3%	Shares	Sole	2024-05-14
2023-12-31	$382,503	2,626	-17.1%	Shares	Sole	2024-02-12
2023-09-30	$472,303	3,166	+89.1%	Shares	Sole	2023-11-07
2023-06-30	$290,405	1,674	-43.9%	Shares	Sole	2023-08-07
2023-03-31	$540,278	2,982	+88.1%	Shares	Sole	2023-05-09
2022-12-31	$282,431	1,585	-13.6%	Shares	Sole	2023-02-14
2022-09-30	$311,431	1,834	-27.3%	Shares	Sole	2022-11-15
2022-06-30	$438,956	2,521	-8.1%	Shares	Sole	2022-08-12
2022-03-31	$557,009	2,742	+26.9%	Shares	Sole	2022-05-04
2021-12-31	$475,722	2,161	-12.4%	Shares	Sole	2022-02-14
2021-09-30	$476,324	2,468	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$477,499	2,491	+1.1%	Shares	Sole	2021-08-12
2021-03-31	$404,777	2,465	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$390,196	2,457	+23.6%	Shares	Sole	2021-02-11
2020-09-30	$273,668	1,988	+2.8%	Shares	Sole	2020-11-12
2020-06-30	$259,775	1,933	+0.2%	Shares	Sole	2020-08-11
2020-03-31	$245,214	1,929	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.