CMA
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Cedar Mountain Advisors’s Diageo DEO Stock Holding History

Cedar Mountain 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 		$5.06K Buy
63
+19
+43% +$1.53K ﹤0.01% 680
2026
Q1 		$3.28K Hold
44
– – ﹤0.01% 763
2025
Q4 		$3.8K Hold
44
– – ﹤0.01% 340
2025
Q3 		$4.2K Buy
+44
New +$4.62K ﹤0.01% 349
2023
Q2 		– Sell
-6
Closed -$1.09K – 307
2023
Q1 		$1.09K Buy
+6
New +$1.06K ﹤0.01% 265

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Cedar Mountain Advisors's DEO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Diageo (DEO) stake by 43% in Q2 2026, buying an estimated $1.53K and bringing the position to 63 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Cedar Mountain Advisors first reported a position in DEO in Q1 2023 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Cedar Mountain Advisors held 63 shares of Diageo worth $5.06K as of Q2 2026.
  • Cedar Mountain Advisors bought 19 Diageo shares in Q2 2026, an estimated $1.53K.
  • Diageo made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #680 holding.
  • Cedar Mountain Advisors first reported a position in Diageo in Q1 2023 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.