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Equibles

MORGAN STANLEY

Position in DEO — Diageo PLC

CIK 895421 NEW YORK, NY
Back to DEO Full portfolio

Position in DEO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$84,528,005
+$11,431,510 QoQ
Shares Held
1,051,605
+7.1% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 720 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 54% Shared 0% None 46%

Common Shares in DEO Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

MORGAN STANLEY holds $298,437,442 across 6 Beverages - Wineries & Distilleries names. DEO ranks #2 (28.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BF-B
Brown Forman Corp
 7,290,744 $194,546,209
2 DEO
Diageo PLC
This page 		1,051,605 $84,528,005
3 SNDL
SNDL Inc.
 10,214,013 $13,788,916
4 MGPI
Mgp Ingredients Inc
 317,875 $5,569,166
5 WVVI
Willamette Valley Vineyards Inc
 1,930 $4,843
6 EPSM
Epsium Enterprise Ltd
 251 $303

All Filings in DEO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $84,528,005 1,051,605
2026-03-31 $73,096,495 981,820
2025-12-31 $167,988,821 1,947,245
2025-09-30 $140,307,480 1,470,266
2025-06-30 $153,195,113 1,519,190
2025-03-31 $177,365,869 1,692,584
2024-12-31 $239,392,904 1,883,056
2024-09-30 $312,309,822 2,225,380
2024-06-30 $376,385,989 2,985,295
2024-03-31 $387,061,485 2,602,269
2023-12-31 $397,527,399 2,729,146
2023-09-30 $490,968,679 3,291,116
2023-06-30 $640,626,765 3,692,799
2023-03-31 $666,141,239 3,676,682
2022-12-31 $663,847,195 3,725,502
2022-09-30 $559,081,930 3,292,397
2022-06-30 $560,228,137 3,217,483
2022-03-31 $444,175,764 2,186,550
2021-12-31 $468,814,764 2,129,621
2021-09-30 $402,384,928 2,084,896
2021-06-30 $396,385,588 2,067,847
2021-03-31 $330,004,294 2,009,648
2020-12-31 $307,437,258 1,935,881
2020-09-30 $266,378,428 1,935,046
2020-06-30 $383,480,115 2,853,487
2020-03-31 $382,220,217 3,006,767