Diageo shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Diageo
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Quarterly reported holdings in Diageo by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 3.2k | 95.43 |
| 2025-06-30 | $325k | 3.2k | 100.84 |
| 2025-03-31 | $337k | 3.2k | 104.79 |
| 2024-12-31 | $409k | 3.2k | 127.13 |
| 2024-09-30 | $452k | 3.2k | 140.34 |
| 2024-06-30 | $406k | 3.2k | 126.08 |
More positions owned by Monticello Wealth Management
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