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Diageo shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Diageo

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All positions including Diageo held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 2.3k 148.74
2023-12-31 $421k 2.9k 145.66
2022-12-31 $656k 3.7k 178.19
2022-09-30 $642k 3.8k 169.89

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Top funds holding Diageo

Bank of America Corporation
ClearBridge Advisors
Charles Schwab Investment Management
Wells Fargo & Company
Markel Corporation
BlackRock
Royal Bank of Canada
Massachusetts Financial Services
Brown Brothers Harriman & Co.
Envestnet Asset Management
UBS Group
Dimensional Fund Advisors
Natixis Asset Management Advisors
Fayez Sarofim & Co
Goldman Sachs Group

View all funds holding Diageo