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Diageo shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 1.8k 140.34
2024-03-31 $349k 2.3k 148.74
2023-12-31 $421k 2.9k 145.66
2022-12-31 $656k 3.7k 178.19
2022-09-30 $642k 3.8k 169.89

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View all positions for Icon Wealth Advisors

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