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Allied Investment Advisors’s Diageo DEO Stock Holding History

Allied 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 		$9.96M Buy
123,872
+10,451
+9% +$844K 1.25% 42
2026
Q1 		$8.44M Buy
113,421
+19,912
+21% +$1.74M 1.21% 38
2025
Q4 		$8.07M Buy
93,509
+6,679
+8% +$615K 1.25% 37
2025
Q3 		$8.29M Buy
86,830
+7,304
+9% +$767K 1.32% 36
2025
Q2 		$8.02M Buy
79,526
+4,697
+6% +$510K 1.4% 35
2025
Q1 		$7.84M Buy
74,829
+11,265
+18% +$1.27M 1.49% 34
2024
Q4 		$8.08M Buy
63,564
+1,520
+2% +$193K 1.63% 34
2024
Q3 		$8.71M Buy
+62,044
New +$8.06M 1.72% 34

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

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

Allied Investment Advisors increased its Diageo (DEO) stake by 9.2% in Q2 2026, buying an estimated $844K and bringing the position to 123,872 shares worth $9.96M. The position accounts for 1.25% of the portfolio, ranked #42.

Allied Investment Advisors first reported a position in DEO in Q3 2024 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Allied Investment Advisors held 123,872 shares of Diageo worth $9.96M as of Q2 2026.
  • Allied Investment Advisors bought 10,451 Diageo shares in Q2 2026, an estimated $844K.
  • Diageo made up 1.25% of Allied Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Allied Investment Advisors first reported a position in Diageo in Q3 2024 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.