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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DEO holding history

Diageo PLC in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overviewAll 13F holders of DEOFull Q2 2026 holdings

Shares (Q2 2026)
97,283
Value
$7.82M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DEO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,283$7.82M<0.1%+52,031+115.0%AddedHolders
Q1 202645,252$3.37M<0.1%−8,912−16.5%ReducedHolders
Q4 202554,164$4.67M<0.1%−228−0.4%ReducedHolders
Q3 202554,392$5.19M<0.1%+13,061+31.6%AddedHolders
Q2 202541,331$4.17M<0.1%+7,582+22.5%AddedHolders
Q1 202533,749$3.54M<0.1%−26,930−44.4%ReducedHolders
Q4 202460,679$7.71M<0.1%+12,709+26.5%AddedHolders
Q3 202447,970$6.73M<0.1%+4,980+11.6%AddedHolders
Q2 202442,990$5.42M<0.1%−6,626−13.4%ReducedHolders
Q1 202449,616$7.38M<0.1%+4,993+11.2%AddedHolders
Q4 202344,623$6.50M<0.1%−12,761−22.2%ReducedHolders
Q3 202357,384$8.56M<0.1%+5,582+10.8%AddedHolders
Q2 202351,802$8.99M<0.1%+2,486+5.0%AddedHolders
Q1 202349,316$8.94M<0.1%+1,014+2.1%AddedHolders
Q4 202248,302$8.61M<0.1%−1,170−2.4%ReducedHolders
Q3 202249,472$8.40M<0.1%+1,626+3.4%AddedHolders
Q2 202247,846$8.33M<0.1%+454+1.0%AddedHolders
Q1 202247,392$9.63M<0.1%+16,918+55.5%AddedHolders
Q4 202130,474$6.71M<0.1%+674+2.3%AddedHolders
Q3 202129,800$5.75M<0.1%+4,773+19.1%AddedHolders
Q2 202125,027$4.80M<0.1%−1,530−5.8%ReducedHolders
Q1 202126,557$4.36M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.