SPL
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Superior Planning, LLC’s Diageo DEO Stock Holding History

Superior Planning, LLC’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.6K Buy
+229
New +$20.2K 0.01% 702

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Superior Planning, LLC's DEO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Diageo (DEO) in Q3 2026: 229 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

513 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Superior Planning, LLC held 229 shares of Diageo worth $19.6K as of Q3 2026.
  • Diageo was a new Superior Planning, LLC position in Q3 2026.
  • Diageo made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #702 holding.
  • 513 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.