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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

DEO holding history

Diageo PLC in every 13F filed by Joel Isaacson & Co., 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)
9,828
Value
$790.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DEO by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,828$790.0K<0.1%+20+0.2%AddedHolders
Q1 20269,808$730.2K<0.1%00.0%UnchangedHolders
Q4 20259,808$846.1K<0.1%−140−1.4%ReducedHolders
Q3 20259,948$949.3K<0.1%+5,001+101.1%AddedHolders
Q2 20254,947$498.9K<0.1%−3,028−38.0%ReducedHolders
Q1 20257,975$835.7K<0.1%−218−2.7%ReducedHolders
Q4 20248,193$1.04M<0.1%−1,434−14.9%ReducedHolders
Q3 20249,627$1.35M0.1%+1,400+17.0%AddedHolders
Q2 20248,227$1.04M0.1%+762+10.2%AddedHolders
Q1 20247,465$1.11M0.1%−200−2.6%ReducedHolders
Q4 20237,665$1.12M0.1%+1,223+19.0%AddedHolders
Q3 20236,442$961.0K0.1%00.0%UnchangedHolders
Q2 20236,442$1.12M0.1%+8+0.1%AddedHolders
Q1 20236,434$1.17M0.1%00.0%UnchangedHolders
Q4 20226,434$1.15M0.1%+11+0.2%AddedHolders
Q3 20226,423$1.09M0.1%00.0%UnchangedHolders
Q2 20226,423$1.12M0.1%00.0%UnchangedHolders
Q1 20226,423$1.33M0.1%+7+0.1%AddedHolders
Q4 20216,416$1.41M0.1%+11+0.2%AddedHolders
Q3 20216,405$1.24M0.1%00.0%UnchangedHolders
Q2 20216,405$1.23M0.1%+8+0.1%AddedHolders
Q1 20216,397$1.05M0.1%––Holders

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