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Diageo shares owned by Essential Planning

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $745k 5.9k 127.42

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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