CA
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Clearstead Advisors’s Diageo DEO Stock Holding History

Clearstead 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 		$600K Buy
7,466
+6,308
+545% +$509K 0.01% 690
2026
Q1 		$86.2K Sell
1,158
-1,446
-56% -$126K ﹤0.01% 1173
2025
Q4 		$225K Buy
2,604
+1
+0% +$92 ﹤0.01% 909
2025
Q3 		$248K Hold
2,603
– – ﹤0.01% 832
2025
Q2 		$262K Buy
2,603
+1,097
+73% +$119K ﹤0.01% 814
2025
Q1 		$158K Sell
1,506
-606
-29% -$68.5K ﹤0.01% 884
2024
Q4 		$268K Sell
2,112
-1,658
-44% -$211K ﹤0.01% 763
2024
Q3 		$529K Sell
3,770
-1,580
-30% -$205K 0.01% 553
2024
Q2 		$675K Buy
5,350
+2,691
+101% +$371K 0.01% 475
2024
Q1 		$379K Buy
2,659
+33
+1% +$4.83K 0.02% 357
2023
Q4 		$382K Buy
2,626
+57
+2% +$8.42K 0.02% 357
2023
Q3 		$383K Buy
2,569
+895
+53% +$150K 0.02% 331
2023
Q2 		$290K Sell
1,674
-1,308
-44% -$234K 0.02% 375
2023
Q1 		$540K Buy
2,982
+1,397
+88% +$247K 0.04% 246
2022
Q4 		$282K Sell
1,585
-249
-14% -$43.7K 0.02% 336
2022
Q3 		$311K Sell
1,834
-687
-27% -$123K 0.03% 300
2022
Q2 		$439K Sell
2,521
-221
-8% -$42K 0.03% 270
2022
Q1 		$557K Buy
2,742
+581
+27% +$116K 0.04% 252
2021
Q4 		$476K Sell
2,161
-307
-12% -$62.9K 0.03% 260
2021
Q3 		$476K Sell
2,468
-23
-0.9% -$4.46K 0.04% 245
2021
Q2 		$478K Buy
2,491
+26
+1% +$4.84K 0.04% 235
2021
Q1 		$405K Buy
2,465
+8
+0.3% +$1.31K 0.03% 243
2020
Q4 		$390K Buy
2,457
+469
+24% +$69.9K 0.04% 231
2020
Q3 		$274K Buy
1,988
+55
+3% +$7.58K 0.03% 241
2020
Q2 		$260K Buy
1,933
+4
+0.2% +$549 0.03% 236
2020
Q1 		$245K Sell
1,929
-211
-10% -$31.7K 0.04% 214
2019
Q4 		$360K Buy
2,140
+214
+11% +$34.8K 0.04% 209
2019
Q3 		$315K Sell
1,926
-9
-0.5% -$1.51K 0.04% 210
2019
Q2 		$333K Sell
1,935
-135
-7% -$22.7K 0.04% 205
2019
Q1 		$339K Buy
2,070
+585
+39% +$89.3K 0.05% 198
2018
Q4 		$211K Buy
1,485
+6
+0.4% +$844 0.03% 236
2018
Q3 		$209K Hold
1,479
– – 0.03% 218
2018
Q2 		$213K Buy
+1,479
New +$212K 0.03% 214

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

Clearstead Advisors's DEO Position: Q2 2026 in Review

Clearstead Advisors increased its Diageo (DEO) stake by 545% in Q2 2026, buying an estimated $509K and bringing the position to 7,466 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #690.

Clearstead Advisors first reported a position in DEO in Q2 2018 and has held it in 33 quarters since. The position peaked at $675K in Q2 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Clearstead Advisors held 7,466 shares of Diageo worth $600K as of Q2 2026.
  • Clearstead Advisors bought 6,308 Diageo shares in Q2 2026, an estimated $509K.
  • Diageo made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #690 holding.
  • Clearstead Advisors first reported a position in Diageo in Q2 2018 and has held it in 33 quarters since.
  • Clearstead Advisors's Diageo position peaked at $675K in Q2 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.