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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

DEO holding history

Diageo PLC in every 13F filed by Beverly Hills Private Wealth, 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)
9,811
Value
$788.6K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of DEO by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,811$788.6K0.2%+1,327+15.6%AddedHolders
Q1 20268,484$631.6K0.1%+972+12.9%AddedHolders
Q4 20257,512$648.1K0.1%−9,012−54.5%ReducedHolders
Q3 202516,524$1.58M0.3%−2,152−11.5%ReducedHolders
Q2 202518,676$1.88M0.4%−256−1.4%ReducedHolders
Q1 202518,932$1.98M0.4%+1,733+10.1%AddedHolders
Q4 202417,199$2.19M0.4%−363−2.1%ReducedHolders
Q3 202417,562$2.46M0.5%−315−1.8%ReducedHolders
Q2 202417,877$2.25M0.5%+3,216+21.9%AddedHolders
Q1 202414,661$2.18M0.5%+576+4.1%AddedHolders
Q4 202314,085$2.05M0.5%−648−4.4%ReducedHolders
Q3 202314,733$2.20M0.7%−15,030−50.5%ReducedHolders
Q2 202329,763$5.06M0.8%+14,990+101.5%AddedHolders
Q1 202314,773$2.68M0.8%+1,448+10.9%AddedHolders
Q4 202213,325$2.37M1.0%–No prior filingHolders