Diageo shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Diageo
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Quarterly reported holdings in Diageo by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 84k | 95.43 |
| 2025-06-30 | $8.0M | 79k | 100.84 |
| 2025-03-31 | $8.3M | 80k | 104.79 |
| 2024-12-31 | $9.9M | 78k | 127.13 |
| 2024-09-30 | $12M | 82k | 140.34 |
| 2024-06-30 | $11M | 87k | 126.08 |
| 2024-03-31 | $14M | 92k | 148.74 |
| 2023-09-30 | $4.6M | 31k | 149.18 |
| 2023-06-30 | $5.4M | 31k | 173.48 |
| 2023-03-31 | $5.3M | 29k | 181.18 |
| 2022-12-31 | $3.9M | 22k | 178.19 |
| 2022-09-30 | $2.5M | 15k | 169.83 |
| 2022-06-30 | $2.5M | 15k | 174.09 |
| 2022-03-31 | $3.0M | 15k | 203.15 |
| 2021-12-31 | $3.4M | 15k | 220.16 |
| 2021-09-30 | $2.6M | 14k | 193.03 |
| 2021-06-30 | $2.5M | 13k | 191.67 |
| 2021-03-31 | $2.5M | 15k | 164.22 |
| 2020-12-31 | $1.8M | 11k | 158.79 |
| 2020-09-30 | $3.6M | 26k | 137.66 |
| 2020-06-30 | $1.6M | 12k | 134.38 |
| 2013-03-31 | $6.0k | 46 | 130.43 |