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Diageo shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Diageo by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 2.5k 140.35
2024-06-30 $339k 2.7k 126.08
2024-03-31 $400k 2.7k 148.73
2023-12-31 $393k 2.7k 145.65
2023-09-30 $423k 2.8k 149.17
2023-06-30 $453k 2.6k 173.48
2023-03-31 $473k 2.6k 181.21
2022-12-31 $462k 2.6k 178.22

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View all positions for Beaumont Financial Advisors

Top funds holding Diageo

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Markel Corporation
London Company
BlackRock
Massachusetts Financial Services
BlackRock
Confluence Investment Management
Jpmorgan Chase & Co
ClearBridge Advisors
Brown Brothers Harriman & Co.
Fayez Sarofim & Co

View all funds holding Diageo