Shrier Wealth Management »

Diageo shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Shrier Wealth Management 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $821k 9.5k 86.27

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier Wealth Management

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