LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in DEO — Diageo PLC
CIK 932974
BOSTON, MA
Position in DEO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,057
+$892 QoQ
Shares Held
150
+28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#579
of 716 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $55,696 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
1,595 | $43,639 | |
| 2 | DEO |
Diageo PLC
This page
|
150 | $12,057 |
All Filings in DEO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,057 | 150 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $11,165 | 117 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $50,319 | 499 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $52,290 | 499 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $153,573 | 1,208 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $268,470 | 1,913 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $669,989 | 5,314 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $796,353 | 5,354 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,018,746 | 6,994 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $991,151 | 6,644 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,369,451 | 7,894 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,484,588 | 8,194 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,483,788 | 8,327 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $1,407,215 | 8,287 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,443,628 | 8,291 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,759,395 | 8,661 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,906,632 | 8,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,671,573 | 8,661 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,690,705 | 8,820 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,479,860 | 9,012 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,471,533 | 9,266 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,452,450 | 10,551 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,758,627 | 13,086 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,746,120 | 13,736 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||