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Atomi Financial Group’s Diageo DEO Stock Holding History

Atomi Financial Group’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 		$645K Buy
8,023
+5,042
+169% +$407K 0.02% 657
2026
Q1 		$222K Sell
2,981
-176
-6% -$15.4K 0.01% 1108
2025
Q4 		$272K Sell
3,157
-234
-7% -$21.6K 0.01% 990
2025
Q3 		$324K Buy
3,391
+225
+7% +$23.6K 0.01% 849
2025
Q2 		$319K Sell
3,166
-489
-13% -$53.1K 0.01% 786
2025
Q1 		$383K Sell
3,655
-236
-6% -$26.7K 0.02% 655
2024
Q4 		$495K Buy
3,891
+1,029
+36% +$131K 0.03% 485
2024
Q3 		$402K Buy
2,862
+157
+6% +$20.4K 0.03% 548
2024
Q2 		$341K Buy
2,705
+221
+9% +$30.4K 0.03% 540
2024
Q1 		$369K Buy
2,484
+1,081
+77% +$158K 0.03% 450
2023
Q4 		$204K Buy
+1,403
New +$207K 0.03% 544

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

Atomi Financial Group's DEO Position: Q2 2026 in Review

Atomi Financial Group increased its Diageo (DEO) stake by 169% in Q2 2026, buying an estimated $407K and bringing the position to 8,023 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #657.

Atomi Financial Group first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Atomi Financial Group held 8,023 shares of Diageo worth $645K as of Q2 2026.
  • Atomi Financial Group bought 5,042 Diageo shares in Q2 2026, an estimated $407K.
  • Diageo made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #657 holding.
  • Atomi Financial Group first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.