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DEO icon

Ancora Advisors’s Diageo DEO Stock Holding History

Ancora 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 		$441K Sell
5,486
-531
-9% -$42.9K 0.01% 563
2026
Q1 		$448K Sell
6,017
-554
-8% -$48.3K 0.01% 546
2025
Q4 		$567K Sell
6,571
-712
-10% -$65.6K 0.01% 508
2025
Q3 		$695K Sell
7,283
-3,054
-30% -$321K 0.01% 489
2025
Q2 		$1.04M Sell
10,337
-953
-8% -$103K 0.02% 396
2025
Q1 		$1.18M Sell
11,290
-1,577
-12% -$178K 0.03% 361
2024
Q4 		$1.64M Sell
12,867
-134
-1% -$17K 0.04% 310
2024
Q3 		$1.82M Buy
13,001
+5,829
+81% +$757K 0.04% 292
2024
Q2 		$904K Buy
7,172
+2,168
+43% +$299K 0.02% 393
2024
Q1 		$744K Buy
5,004
+1,011
+25% +$148K 0.02% 439
2023
Q4 		$582K Buy
3,993
+232
+6% +$34.3K 0.01% 480
2023
Q3 		$561K Buy
3,761
+30
+0.8% +$5.02K 0.01% 448
2023
Q2 		$647K Sell
3,731
-310
-8% -$55.3K 0.02% 421
2023
Q1 		$732K Sell
4,041
-106
-3% -$18.7K 0.02% 398
2022
Q4 		$739K Sell
4,147
-208
-5% -$36.5K 0.02% 413
2022
Q3 		$740K Sell
4,355
-255
-6% -$45.7K 0.02% 415
2022
Q2 		$802K Sell
4,610
-106
-2% -$20.2K 0.02% 414
2022
Q1 		$958K Buy
4,716
+200
+4% +$40.1K 0.02% 394
2021
Q4 		$994K Sell
4,516
-849
-16% -$174K 0.02% 383
2021
Q3 		$1.04M Sell
5,365
-6,741
-56% -$1.31M 0.03% 380
2021
Q2 		$2.32M Sell
12,106
-6,905
-36% -$1.28M 0.06% 261
2021
Q1 		$3.12M Sell
19,011
-775
-4% -$127K 0.09% 212
2020
Q4 		$3.14M Sell
19,786
-6,081
-24% -$907K 0.1% 191
2020
Q3 		$3.56M Sell
25,867
-62,158
-71% -$8.57M 0.14% 164
2020
Q2 		$11.8M Buy
88,025
+6,868
+8% +$942K 0.5% 50
2020
Q1 		$10.3M Buy
81,157
+15,951
+24% +$2.39M 0.48% 58
2019
Q4 		$11M Sell
65,206
-220
-0.3% -$35.8K 0.41% 69
2019
Q3 		$10.7M Buy
65,426
+4,639
+8% +$776K 0.47% 63
2019
Q2 		$10.5M Sell
60,787
-4,751
-7% -$799K 0.47% 72
2019
Q1 		$10.7M Buy
65,538
+2,367
+4% +$361K 0.49% 61
2018
Q4 		$8.96M Buy
63,171
+694
+1% +$97.6K 0.43% 82
2018
Q3 		$8.85M Buy
62,477
+13,351
+27% +$1.92M 0.34% 101
2018
Q2 		$7.07M Buy
49,126
+1,760
+4% +$252K 0.31% 113
2018
Q1 		$6.42M Buy
47,366
+3,397
+8% +$472K 0.29% 114
2017
Q4 		$6.42M Sell
43,969
-1,969
-4% -$271K 0.34% 88
2017
Q3 		$6.07M Buy
45,938
+271
+0.6% +$35K 0.35% 83
2017
Q2 		$5.47M Buy
45,667
+379
+0.8% +$45.1K 0.35% 79
2017
Q1 		$5.23M Buy
45,288
+607
+1% +$68.1K 0.35% 83
2016
Q4 		$4.64M Buy
44,681
+24,089
+117% +$2.53M 0.34% 90
2016
Q3 		$2.39M Buy
20,592
+800
+4% +$91.5K 0.24% 117
2016
Q2 		$2.23M Buy
19,792
+450
+2% +$48.7K 0.26% 109
2016
Q1 		$2.09M Buy
19,342
+2,019
+12% +$214K 0.26% 104
2015
Q4 		$1.89M Buy
17,323
+4,675
+37% +$527K 0.24% 113
2015
Q3 		$1.36M Buy
12,648
+10,850
+603% +$1.21M 0.18% 154
2015
Q2 		$209K Buy
+1,798
New +$205K 0.02% 455

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ancora Advisors's DEO Position: Q2 2026 in Review

Ancora Advisors reduced its Diageo (DEO) stake by 8.8% in Q2 2026, selling an estimated $42.9K and leaving 5,486 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #563.

Ancora Advisors first reported a position in DEO in Q2 2015 and has held it in 45 quarters since. The position peaked at $11.8M in Q2 2020. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Ancora Advisors held 5,486 shares of Diageo worth $441K as of Q2 2026.
  • Ancora Advisors sold 531 Diageo shares in Q2 2026, an estimated $42.9K.
  • Diageo made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #563 holding.
  • Ancora Advisors first reported a position in Diageo in Q2 2015 and has held it in 45 quarters since.
  • Ancora Advisors's Diageo position peaked at $11.8M in Q2 2020.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.