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American Capital Advisory’s Diageo DEO Stock Holding History

American Capital Advisory’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 		$2.25K Buy
28
+26
+1,300% +$2.1K ﹤0.01% 598
2026
Q1 		$149 Sell
2
-6
-75% -$523 ﹤0.01% 1056
2025
Q4 		$691 Hold
8
– – ﹤0.01% 676
2025
Q3 		$764 Buy
+8
New +$840 ﹤0.01% 593
2024
Q4 		– Sell
-2,447
Closed -$343K – 481
2024
Q3 		$343K Buy
+2,447
New +$318K 0.2% 76
2024
Q2 		– Sell
-16
Closed -$2.9K – 459
2024
Q1 		$2.9K Buy
+16
New +$2.34K ﹤0.01% 345

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

American Capital Advisory's DEO Position: Q2 2026 in Review

American Capital Advisory increased its Diageo (DEO) stake by 1,300% in Q2 2026, buying an estimated $2.1K and bringing the position to 28 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

American Capital Advisory first reported a position in DEO in Q1 2024 and has held it in 6 quarters since. The position peaked at $343K in Q3 2024. 254 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • American Capital Advisory held 28 shares of Diageo worth $2.25K as of Q2 2026.
  • American Capital Advisory bought 26 Diageo shares in Q2 2026, an estimated $2.1K.
  • Diageo made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #598 holding.
  • American Capital Advisory first reported a position in Diageo in Q1 2024 and has held it in 6 quarters since.
  • American Capital Advisory's Diageo position peaked at $343K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.