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Auxano Advisors’s Diageo DEO Stock Holding History

Auxano 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 		$565K Buy
7,024
+100
+1% +$8.07K 0.11% 121
2026
Q1 		$515K Buy
6,924
+2,381
+52% +$208K 0.1% 126
2025
Q4 		$392K Sell
4,543
-311
-6% -$28.6K 0.08% 128
2025
Q3 		$463K Buy
4,854
+94
+2% +$9.87K 0.1% 102
2025
Q2 		$480K Sell
4,760
-388
-8% -$42.1K 0.11% 96
2025
Q1 		$539K Buy
5,148
+1,758
+52% +$199K 0.14% 95
2024
Q4 		$431K Sell
3,390
-944
-22% -$120K 0.11% 100
2024
Q3 		$608K Sell
4,334
-15
-0.3% -$1.95K 0.16% 91
2024
Q2 		$548K Buy
4,349
+13
+0.3% +$1.79K 0.15% 95
2024
Q1 		$645K Buy
4,336
+692
+19% +$101K 0.19% 84
2023
Q4 		$531K Buy
+3,644
New +$538K 0.18% 84

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

Auxano Advisors's DEO Position: Q2 2026 in Review

Auxano Advisors increased its Diageo (DEO) stake by 1.4% in Q2 2026, buying an estimated $8.07K and bringing the position to 7,024 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #121.

Auxano Advisors first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $645K in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Auxano Advisors held 7,024 shares of Diageo worth $565K as of Q2 2026.
  • Auxano Advisors bought 100 Diageo shares in Q2 2026, an estimated $8.07K.
  • Diageo made up 0.11% of Auxano Advisors's portfolio in Q2 2026, its #121 holding.
  • Auxano Advisors first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • Auxano Advisors's Diageo position peaked at $645K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.