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Crewe Advisors’s Diageo DEO Stock Holding History

Crewe 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 		$102K Hold
1,270
– – 0.01% 332
2026
Q1 		$94.6K Hold
1,270
– – 0.01% 301
2025
Q4 		$110K Hold
1,270
– – 0.01% 273
2025
Q3 		$121K Buy
1,270
+1,256
+8,971% +$132K 0.01% 265
2025
Q2 		$1.41K Buy
+14
New +$1.52K ﹤0.01% 597
2024
Q2 		– Sell
-11
Closed -$1.64K – 961
2024
Q1 		$1.64K Buy
+11
New +$1.61K ﹤0.01% 859
2023
Q4 		– Sell
-75
Closed -$11.2K – 489
2023
Q3 		$11.2K Buy
+75
New +$12.6K ﹤0.01% 239
2020
Q4 		– Sell
-8
Closed -$1K – 502
2020
Q3 		$1K Buy
+8
New +$1.1K ﹤0.01% 571

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

Crewe Advisors's DEO Position: Q2 2026 in Review

Crewe Advisors held its Diageo (DEO) position steady in Q2 2026 at 1,270 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #332.

Crewe Advisors first reported a position in DEO in Q3 2020 and has held it in 8 quarters since. The position peaked at $121K in Q3 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Crewe Advisors held 1,270 shares of Diageo worth $102K as of Q2 2026.
  • Crewe Advisors left its Diageo share count unchanged in Q2 2026.
  • Diageo made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #332 holding.
  • Crewe Advisors first reported a position in Diageo in Q3 2020 and has held it in 8 quarters since.
  • Crewe Advisors's Diageo position peaked at $121K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.