Position in DEO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,201
+$12,362 QoQ
Shares Held
214
+229.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 716 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $94,186 across 3 Beverages - Wineries & Distilleries names. DEO ranks #2 (18.3% of the industry book) .
All Filings in DEO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,201 | 214 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,839 | 65 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,834 | 114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,916 | 62 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $15,630 | 155 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,691 | 207 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $92,169 | 725 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $106,798 | 761 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $99,729 | 791 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $90,880 | 611 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $83,463 | 573 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||