Position in DEO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$513,183
-$264,023 QoQ
Shares Held
6,893
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $857,086 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
6,893 | $513,183 | |
| 2 | BF-A |
Brown Forman Corp
|
12,837 | $343,903 |
All Filings in DEO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,183 | 6,893 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $777,206 | 9,009 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $953,154 | 9,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,027,458 | 10,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $945,729 | 9,025 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,515,643 | 11,922 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,451,599 | 17,469 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,045,269 | 16,222 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,984,191 | 13,340 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,237,046 | 15,358 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,380,465 | 15,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,072,330 | 17,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,397,917 | 13,235 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,522,284 | 25,379 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,428,135 | 26,077 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,375,113 | 25,127 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,399,606 | 21,658 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,972,454 | 8,960 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,507,523 | 7,811 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $900,367 | 4,697 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,092,489 | 6,653 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $557,423 | 3,510 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $421,514 | 3,062 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $452,894 | 3,370 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $555,768 | 4,372 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||