Cedar Mountain Advisors
DEO icon

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
Q3 		$5.39K Hold
63
– – ﹤0.01% 626
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cedar Mountain Advisors's DEO Position: Q3 2026 in Review

Cedar Mountain Advisors held its Diageo (DEO) position steady in Q3 2026 at 63 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Cedar Mountain Advisors first reported a position in DEO in Q1 2023 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Cedar Mountain Advisors held 63 shares of Diageo worth $5.39K as of Q3 2026.
  • Cedar Mountain Advisors left its Diageo share count unchanged in Q3 2026.
  • Diageo made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #626 holding.
  • Cedar Mountain Advisors first reported a position in Diageo in Q1 2023 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.