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Concurrent Investment Advisors’s Diageo DEO Stock Holding History

Concurrent Investment 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 		$1.66M Buy
20,635
+3,348
+19% +$270K 0.01% 781
2026
Q1 		$1.29M Sell
17,287
-7,050
-29% -$615K 0.01% 781
2025
Q4 		$2.1M Buy
24,337
+8,305
+52% +$765K 0.02% 558
2025
Q3 		$1.53M Sell
16,032
-428
-3% -$44.9K 0.03% 531
2025
Q2 		$1.66M Buy
16,460
+1,885
+13% +$205K 0.03% 475
2025
Q1 		$1.53M Sell
14,575
-654
-4% -$73.9K 0.04% 426
2024
Q4 		$1.94M Buy
15,229
+30
+0.2% +$3.82K 0.05% 332
2024
Q3 		$2.13M Buy
15,199
+762
+5% +$99K 0.06% 300
2024
Q2 		$1.82M Buy
14,437
+4,052
+39% +$558K 0.06% 298
2024
Q1 		$1.54M Buy
10,385
+6,248
+151% +$914K 0.06% 287
2023
Q4 		$603K Buy
+4,137
New +$611K 0.03% 455

Other funds holding DEO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's DEO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Diageo (DEO) stake by 19% in Q2 2026, buying an estimated $270K and bringing the position to 20,635 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #781.

Concurrent Investment Advisors first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2024. 279 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Concurrent Investment Advisors held 20,635 shares of Diageo worth $1.66M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,348 Diageo shares in Q2 2026, an estimated $270K.
  • Diageo made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #781 holding.
  • Concurrent Investment Advisors first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Diageo position peaked at $2.13M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.