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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

DEO holding history

Diageo PLC in every 13F filed by Perigon Wealth Management, LLC, 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)
3,188
Value
$256.3K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2023
Holdings of DEO by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,188$256.3K<0.1%+414+14.9%AddedHolders
Q1 20262,774$206.6K<0.1%−95−3.3%ReducedHolders
Q4 20252,869$247.5K<0.1%+219+8.3%AddedHolders
Q3 20252,650$252.9K<0.1%+2,650NewHolders
Q1 20250$00.0%−2,218−100.0%Sold outHolders
Q4 20242,218$260.3K<0.1%+405+22.3%AddedHolders
Q3 20241,813$254.4K<0.1%−563−23.7%ReducedHolders
Q2 20242,376$299.6K<0.1%−224−8.6%ReducedHolders
Q1 20242,600$386.8K<0.1%+946+57.2%AddedHolders
Q4 20231,654$241.0K<0.1%+282+20.6%AddedHolders
Q3 20231,372$204.7K<0.1%+91+7.1%AddedHolders
Q2 20231,281$222.3K<0.1%+1,281NewHolders