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Bell Investment Advisors’s Diageo DEO Stock Holding History

Bell 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 		$31.8K Buy
395
+16
+4% +$1.29K ﹤0.01% 367
2026
Q1 		$28.2K Buy
379
+62
+20% +$5.41K ﹤0.01% 356
2025
Q4 		$27.3K Buy
317
+6
+2% +$553 ﹤0.01% 357
2025
Q3 		$29.7K Buy
311
+19
+7% +$1.99K ﹤0.01% 324
2025
Q2 		$29.4K Buy
292
+142
+95% +$15.4K 0.01% 331
2025
Q1 		$15.7K Sell
150
-25
-14% -$2.83K ﹤0.01% 458
2024
Q4 		$22.2K Buy
175
+11
+7% +$1.4K ﹤0.01% 360
2024
Q3 		$23K Sell
164
-25
-13% -$3.25K ﹤0.01% 364
2024
Q2 		$23.8K Buy
189
+97
+105% +$13.4K ﹤0.01% 360
2024
Q1 		$13.7K Buy
92
+9
+11% +$1.32K ﹤0.01% 473
2023
Q4 		$12.1K Buy
83
+13
+19% +$1.92K ﹤0.01% 490
2023
Q3 		$10.4K Buy
70
+8
+13% +$1.34K ﹤0.01% 488
2023
Q2 		$10.8K Buy
62
+50
+417% +$8.93K ﹤0.01% 488
2023
Q1 		$2.17K Sell
12
-18
-60% -$3.18K ﹤0.01% 1220
2022
Q4 		$5.35K Sell
30
-5
-14% -$877 ﹤0.01% 771
2022
Q3 		$6K Buy
35
+3
+9% +$538 ﹤0.01% 581
2022
Q2 		$6K Buy
+32
New +$6.09K ﹤0.01% 608
2021
Q4 		$7K Sell
32
-25
-44% -$5.13K ﹤0.01% 599
2021
Q3 		$11K Buy
+57
New +$11K ﹤0.01% 426

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

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

Bell Investment Advisors increased its Diageo (DEO) stake by 4.2% in Q2 2026, buying an estimated $1.29K and bringing the position to 395 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Bell Investment Advisors first reported a position in DEO in Q3 2021 and has held it in 19 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Bell Investment Advisors held 395 shares of Diageo worth $31.8K as of Q2 2026.
  • Bell Investment Advisors bought 16 Diageo shares in Q2 2026, an estimated $1.29K.
  • Diageo made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Bell Investment Advisors first reported a position in Diageo in Q3 2021 and has held it in 19 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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