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Diageo shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Diageo

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

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Quarterly reported holdings in Diageo by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $203k 998 203.41
2021-12-31 $220k 998 220.44
2021-09-30 $215k 1.1k 193.00
2021-06-30 $214k 1.1k 192.10
2020-09-30 $156k 1.1k 137.32
2020-03-31 $136k 1.1k 127.58
2019-09-30 $171k 1.0k 163.79
2019-06-30 $179k 1.0k 171.46
2019-03-31 $179k 1.1k 163.92

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

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