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Diageo shares owned by Creative Planning

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Diageo

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All positions including Diageo held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $513k 4.4k 116.59
2012-09-30 $334k 3.0k 112.84
2012-06-30 $276k 2.7k 103.25
2011-12-31 $82k 937 87.51

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Diageo

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

View all funds holding Diageo