Financial & Tax Architects »

Diageo shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Diageo by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 1.5k 145.68
2023-09-30 $230k 1.5k 149.20
2023-06-30 $264k 1.5k 173.51
2023-03-31 $282k 1.6k 181.18
2022-12-31 $287k 1.5k 185.96
2022-06-30 $300k 1.7k 174.14
2022-03-31 $387k 1.9k 203.14
2021-12-31 $424k 1.9k 220.14
2021-03-31 $376k 2.3k 164.21

More positions owned by Financial & Tax Architects

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Proshares Tr Pshs Ult S&p 500 (SSO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult Mcap400 (MVV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
International Business Machines (IBM)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

Top funds holding Diageo

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

View all funds holding Diageo