Tanglewood Legacy Advisors »

Diageo shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.7k 65 149.32
2023-12-31 $9.5k 65 146.23
2023-09-30 $9.7k 65 149.77
2023-06-30 $11k 65 174.17
2023-03-31 $12k 65 181.89
2022-12-31 $12k 65 178.89

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Diageo

Bank of America Corporation
ClearBridge Advisors
Charles Schwab Investment Management
Wells Fargo & Company
UBS Group
Markel Corporation
Royal Bank of Canada
Brown Brothers Harriman & Co.
Massachusetts Financial Services
Natixis Asset Management Advisors
Dimensional Fund Advisors
Fayez Sarofim & Co
Goldman Sachs Group
Jarislowsky, Fraser
Wellington Management Company

View all funds holding Diageo