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Cornerstone Planning Group’s Diageo DEO Stock Holding History

Cornerstone Planning 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 		$10.9K Buy
129
+23
+22% +$1.86K ﹤0.01% 867
2026
Q1 		$8.52K Buy
106
+50
+89% +$4.36K ﹤0.01% 948
2025
Q4 		$4.97K Sell
56
-24
-30% -$2.21K ﹤0.01% 987
2025
Q3 		$560 Buy
80
+39
+95% +$4.09K ﹤0.01% 1452
2025
Q2 		$4.17K Buy
41
+2
+5% +$217 ﹤0.01% 769
2025
Q1 		$4.33K Sell
39
-5
-11% -$565 ﹤0.01% 772
2024
Q4 		$5.53K Buy
44
+5
+13% +$636 ﹤0.01% 559
2024
Q3 		$5.08K Buy
39
+11
+39% +$1.43K ﹤0.01% 565
2024
Q2 		$3.36K Sell
28
-4
-13% -$551 ﹤0.01% 655
2024
Q1 		$4.4K Sell
32
-25
-44% -$3.66K ﹤0.01% 535
2023
Q4 		$8.3K Buy
57
+24
+73% +$3.54K ﹤0.01% 463
2023
Q3 		$4.92K Sell
33
-46
-58% -$7.7K ﹤0.01% 529
2023
Q2 		$13.7K Buy
+79
New +$14.1K 0.01% 539
2022
Q4 		$15.7K Buy
+85
New +$14.9K 0.01% 499

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's DEO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Diageo (DEO) stake by 22% in Q2 2026, buying an estimated $1.86K and bringing the position to 129 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Cornerstone Planning Group first reported a position in DEO in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.7K in Q4 2022. 468 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Cornerstone Planning Group held 129 shares of Diageo worth $10.9K as of Q2 2026.
  • Cornerstone Planning Group bought 23 Diageo shares in Q2 2026, an estimated $1.86K.
  • Diageo made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #867 holding.
  • Cornerstone Planning Group first reported a position in Diageo in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Diageo position peaked at $15.7K in Q4 2022.
  • 468 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.