CFO
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Callan Family Office’s Diageo DEO Stock Holding History

Callan Family Office’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 		$2.73M Buy
33,928
+13,230
+64% +$1.07M 0.05% 311
2026
Q1 		$1.54M Buy
20,698
+3,047
+17% +$266K 0.04% 427
2025
Q4 		$1.52M Buy
17,651
+14,225
+415% +$1.31M 0.03% 429
2025
Q3 		$327K Buy
3,426
+92
+3% +$9.65K 0.01% 679
2025
Q2 		$336K Buy
3,334
+1,075
+48% +$117K 0.01% 730
2025
Q1 		$237K Sell
2,259
-1,088
-33% -$123K 0.02% 488
2024
Q4 		$426K Buy
+3,347
New +$426K 0.03% 410

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

Callan Family Office's DEO Position: Q2 2026 in Review

Callan Family Office increased its Diageo (DEO) stake by 64% in Q2 2026, buying an estimated $1.07M and bringing the position to 33,928 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #311.

Callan Family Office first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Callan Family Office held 33,928 shares of Diageo worth $2.73M as of Q2 2026.
  • Callan Family Office bought 13,230 Diageo shares in Q2 2026, an estimated $1.07M.
  • Diageo made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #311 holding.
  • Callan Family Office first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.