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Community Financial Services Group’s Diageo DEO Stock Holding History

Community Financial Services Group’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 		– Sell
-87
Closed -$6.49K – 537
2026
Q1 		$6.49K Buy
+87
New +$7.59K ﹤0.01% 357
2015
Q4 		– Sell
-173
Closed -$19K – 108
2015
Q3 		$19K Hold
173
– – 0.01% 183
2015
Q2 		$20K Hold
173
– – 0.01% 189
2015
Q1 		$19K Buy
173
+87
+101% +$10K 0.01% 193
2014
Q4 		$10K Buy
+86
New +$9.99K ﹤0.01% 226

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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

Community Financial Services Group's DEO Position: Q2 2026 in Review

Community Financial Services Group sold out of Diageo (DEO) in Q2 2026, closing a stake of 87 shares — an estimated $6.49K sold.

Community Financial Services Group first reported a position in DEO in Q4 2014 and held it in 5 quarters. The position peaked at $20K in Q2 2015. 120 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Community Financial Services Group reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Community Financial Services Group sold 87 Diageo shares in Q2 2026, an estimated $6.49K.
  • Community Financial Services Group first reported a position in Diageo in Q4 2014 and held it in 5 quarters.
  • Community Financial Services Group's Diageo position peaked at $20K in Q2 2015.
  • 120 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.