Cerity Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.99M | Buy |
37,222
+1,885
| +5% | +$152K | ﹤0.01% | 1352 |
|
|
2026
Q1 | $2.63M | Buy |
35,337
+590
| +2% | +$51.5K | ﹤0.01% | 1329 |
|
|
2025
Q4 | $3M | Sell |
34,747
-9,007
| -21% | -$830K | ﹤0.01% | 1176 |
|
|
2025
Q3 | $4.18M | Sell |
43,754
-8,189
| -16% | -$859K | 0.01% | 932 |
|
|
2025
Q2 | $5.24M | Buy |
51,943
+3,281
| +7% | +$356K | 0.01% | 786 |
|
|
2025
Q1 | $5.1M | Buy |
48,662
+2,436
| +5% | +$275K | 0.01% | 725 |
|
|
2024
Q4 | $6.03M | Sell |
46,226
-6,817
| -13% | -$867K | 0.01% | 643 |
|
|
2024
Q3 | $7.45M | Buy |
53,043
+5,665
| +12% | +$736K | 0.02% | 578 |
|
|
2024
Q2 | $5.97M | Sell |
47,378
-8,503
| -15% | -$1.17M | 0.02% | 561 |
|
|
2024
Q1 | $8.02M | Buy |
55,881
+14,073
| +34% | +$2.06M | 0.02% | 516 |
|
|
2023
Q4 | $6.09M | Buy |
41,808
+2,400
| +6% | +$354K | 0.02% | 487 |
|
|
2023
Q3 | $5.88M | Sell |
39,408
-5,665
| -13% | -$949K | 0.03% | 388 |
|
|
2023
Q2 | $7.82M | Buy |
45,073
+1,119
| +3% | +$200K | 0.03% | 395 |
|
|
2023
Q1 | $7.97M | Buy |
43,954
+31,474
| +252% | +$5.55M | 0.02% | 393 |
|
|
2022
Q4 | $2.22M | Buy |
12,480
+3,865
| +45% | +$678K | 0.01% | 511 |
|
|
2022
Q3 | $1.47M | Sell |
8,615
-304
| -3% | -$54.5K | 0.02% | 430 |
|
|
2022
Q2 | $1.55M | Buy |
8,919
+4,349
| +95% | +$827K | 0.02% | 454 |
|
|
2022
Q1 | $927K | Buy |
4,570
+594
| +15% | +$119K | 0.01% | 462 |
|
|
2021
Q4 | $876K | Buy |
3,976
+1,941
| +95% | +$398K | 0.01% | 455 |
|
|
2021
Q3 | $393K | Buy |
2,035
+471
| +30% | +$91.3K | 0.01% | 509 |
|
|
2021
Q2 | $300K | Buy |
1,564
+335
| +27% | +$62.3K | 0.01% | 577 |
|
|
2021
Q1 | $202K | Buy |
+1,229
| New | +$201K | ﹤0.01% | 663 |
|
|
2020
Q1 | – | Sell |
-1,403
| Closed | -$236K | – | 458 |
|
|
2019
Q4 | $236K | Sell |
1,403
-1,184
| -46% | -$192K | 0.01% | 470 |
|
|
2019
Q3 | $423K | Buy |
2,587
+1,149
| +80% | +$192K | 0.02% | 337 |
|
|
2019
Q2 | $248K | Sell |
1,438
-466
| -24% | -$78.3K | 0.02% | 425 |
|
|
2019
Q1 | $312K | Sell |
1,904
-3,178
| -63% | -$485K | 0.02% | 412 |
|
|
2018
Q4 | $721K | Sell |
5,082
-21
| -0.4% | -$2.95K | 0.05% | 266 |
|
|
2018
Q3 | $723K | Sell |
5,103
-1,033
| -17% | -$148K | 0.05% | 285 |
|
|
2018
Q2 | $884K | Buy |
6,136
+960
| +19% | +$137K | 0.07% | 248 |
|
|
2018
Q1 | $701K | Sell |
5,176
-2,461
| -32% | -$342K | 0.05% | 280 |
|
|
2017
Q4 | $1.11M | Buy |
7,637
+1,500
| +24% | +$207K | 0.07% | 224 |
|
|
2017
Q3 | $811K | Buy |
6,137
+1,969
| +47% | +$254K | 0.06% | 259 |
|
|
2017
Q2 | $499K | Buy |
4,168
+42
| +1% | +$5K | 0.04% | 230 |
|
|
2017
Q1 | $477K | Buy |
+4,126
| New | +$463K | 0.04% | 266 |
|
Other funds holding DEO
OAG
EIC
MG
BC
CCM
Cerity Partners's DEO Position: Q2 2026 in Review
Cerity Partners increased its Diageo (DEO) stake by 5.3% in Q2 2026, buying an estimated $152K and bringing the position to 37,222 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.
Cerity Partners first reported a position in DEO in Q1 2017 and has held it in 34 quarters since. The position peaked at $8.02M in Q1 2024. 691 funds tracked by Wall St. Rank hold DEO as of Q2 2026.
- Cerity Partners held 37,222 shares of Diageo worth $2.99M as of Q2 2026.
- Cerity Partners bought 1,885 Diageo shares in Q2 2026, an estimated $152K.
- Diageo made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1352 holding.
- Cerity Partners first reported a position in Diageo in Q1 2017 and has held it in 34 quarters since.
- Cerity Partners's Diageo position peaked at $8.02M in Q1 2024.
- 691 funds tracked by Wall St. Rank held Diageo as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.