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Diageo shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 119 127.13
2024-09-30 $17k 119 140.34
2024-06-30 $15k 119 126.08
2024-03-31 $22k 150 148.74
2023-12-31 $21k 141 145.66
2023-09-30 $4.6k 31 149.19

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Diageo

Canoe Financial
FMR
Bank of America Corporation
Kovitz Investment Group Partners
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Bank Of Montreal
Envestnet Asset Management
Markel Corporation
Massachusetts Financial Services
Jpmorgan Chase & Co
Confluence Investment Management
Wellington Management Company
London Company

View all funds holding Diageo