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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

DEO holding history

Diageo PLC in every 13F filed by Blue Zone Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DEO by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−40,282−100.0%Sold outHolders
Q4 202540,282$3.48M0.7%−706−1.7%ReducedHolders
Q3 202540,988$3.91M0.8%+887+2.2%AddedHolders
Q2 202540,101$4.04M1.0%+1,974+5.2%AddedHolders
Q1 202538,127$4.00M1.1%+3,704+10.8%AddedHolders
Q4 202434,423$4.38M1.3%−170.0%ReducedHolders
Q3 202434,440$4.83M1.5%+1,729+5.3%AddedHolders
Q2 202432,711$4.12M1.4%+143+0.4%AddedHolders
Q1 202432,568$4.84M1.7%+11,970+58.1%AddedHolders
Q4 202320,598$3.00M1.2%+870+4.4%AddedHolders
Q3 202319,728$2.94M1.3%+401+2.1%AddedHolders
Q2 202319,327$3.35M1.5%+152+0.8%AddedHolders
Q1 202319,175$3.47M1.9%+5,731+42.6%AddedHolders
Q4 202213,444$2.40M1.3%00.0%UnchangedHolders
Q3 202213,444$2.28M1.2%−48−0.4%ReducedHolders
Q2 202213,492$2.35M1.1%−10−0.1%ReducedHolders
Q1 202213,502$2.74M1.0%+25+0.2%AddedHolders
Q4 202113,477$2.97M1.0%+12+0.1%AddedHolders
Q3 202113,465$2.60M0.9%−27−0.2%ReducedHolders
Q2 202113,492$2.59M1.0%+26+0.2%AddedHolders
Q1 202113,466$2.21M0.9%––Holders

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