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Diageo shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Diageo by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 2.4k 86.28

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View all positions for Independence Wealth Advisors

Top funds holding Diageo

FMR
Raymond James Financial
Envestnet Asset Management
Orbis Allan Gray
Manufacturers Life Insurance Company
Markel Corporation
GQG Partners
Cullen Capital Management
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Confluence Investment Management
Arrowstreet Capital, Limited Partnership
Equity Investment Corp Acquisition
Dimensional Fund Advisors

View all funds holding Diageo