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Coastline Trust’s Diageo DEO Stock Holding History

Coastline Trust’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 		– Sell
-100
Closed -$8.04K – 361
2026
Q2 		$8.04K Buy
+100
New +$8.07K ﹤0.01% 372

Other funds holding DEO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Coastline Trust's DEO Position: Q3 2026 in Review

Coastline Trust sold out of Diageo (DEO) in Q3 2026, closing a stake of 100 shares — an estimated $8.04K sold.

Coastline Trust first reported a position in DEO in Q2 2026 and held it in 1 quarter. The position peaked at $8.04K in Q2 2026. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Coastline Trust reported no remaining Diageo position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 100 Diageo shares in Q3 2026, an estimated $8.04K.
  • Coastline Trust first reported a position in Diageo in Q2 2026 and held it in 1 quarter.
  • Coastline Trust's Diageo position peaked at $8.04K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.