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McGinn Penninger Investment Management, Inc.: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGinn Penninger Investment Management, Inc. on DEO, newest first. How the timeline and the estimate are built.

McGinn Penninger Investment Management, Inc. held 80,262 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,262 shares
    Change vs previous 13F +33,735 shares

    3.92% of the 13F portfolio, value $6,451,000.

    13F-HR 0001999371-26-016230 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,527 shares
    Change vs previous 13F +8,153 shares

    2.26% of the 13F portfolio, value $3,464,000.

    13F-HR 0001999371-26-009199 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,374 shares
    Change vs previous 13F -8,528 shares

    1.92% of the 13F portfolio, value $3,311,000.

    13F-HR 0001999371-26-002883 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,902 shares
    Change vs previous 13F +2,175 shares

    2.62% of the 13F portfolio, value $4,476,000.

    13F-HR 0001999371-25-017654 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,727 shares
    Change vs previous 13F +605 shares

    2.85% of the 13F portfolio, value $4,510,000.

    13F-HR 0001999371-25-010599 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,122 shares
    Change vs previous 13F +3,317 shares

    3.03% of the 13F portfolio, value $4,624,000.

    13F-HR 0001999371-25-004856 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,805 shares
    Change vs previous 13F +9,178 shares

    3.47% of the 13F portfolio, value $5,188,000.

    13F-HR 0001839882-25-008579 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,627 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $4,439,000.

    13F-HR 0001999371-24-014266 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).