1IA
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1620 Investment Advisors’s Diageo DEO Stock Holding History

1620 Investment Advisors’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
Q2 		$2.55K Hold
31
– – ﹤0.01% 596
2026
Q1 		$2.36K Hold
31
– – ﹤0.01% 579
2025
Q4 		$2.73K Sell
31
-13
-30% -$1.2K ﹤0.01% 567
2025
Q3 		$4.17K Buy
44
+1
+2% +$105 ﹤0.01% 533
2025
Q2 		$4.41K Sell
43
-15
-26% -$1.63K ﹤0.01% 534
2025
Q1 		$6.04K Hold
58
– – ﹤0.01% 498
2024
Q4 		$7.33K Sell
58
-138
-70% -$17.6K 0.01% 494
2024
Q3 		$27.5K Hold
196
– – 0.02% 369
2024
Q2 		$24.7K Buy
+196
New +$27K 0.02% 371

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

1620 Investment Advisors's DEO Position: Q2 2026 in Review

1620 Investment Advisors held its Diageo (DEO) position steady in Q2 2026 at 31 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

1620 Investment Advisors first reported a position in DEO in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.5K in Q3 2024. 236 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • 1620 Investment Advisors held 31 shares of Diageo worth $2.55K as of Q2 2026.
  • 1620 Investment Advisors left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #596 holding.
  • 1620 Investment Advisors first reported a position in Diageo in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Diageo position peaked at $27.5K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.