DHJJ Financial Advisors’s Diageo DEO Stock Holding History

DHJJ Financial 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	$322	Sell	4 -1	-20%	-$81	﹤0.01%	951
2026 Q1	$373	Hold	5	–	–	﹤0.01%	923
2025 Q4	$432	Hold	5	–	–	﹤0.01%	869
2025 Q3	$478	Hold	5	–	–	﹤0.01%	831
2025 Q2	$505	Hold	5	–	–	﹤0.01%	799
2025 Q1	$524	Hold	5	–	–	﹤0.01%	745
2024 Q4	$636	Hold	5	–	–	﹤0.01%	695
2024 Q3	$702	Hold	5	–	–	﹤0.01%	672
2024 Q2	$631	Hold	5	–	–	﹤0.01%	632
2024 Q1	$744	Hold	5	–	–	﹤0.01%	611
2023 Q4	$729	Sell	5 -10	-67%	-$1.48K	﹤0.01%	600
2023 Q3	$2.24K	Buy	+15	New	+$2.51K	﹤0.01%	535

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DHJJ Financial Advisors's DEO Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Diageo (DEO) stake by 20% in Q2 2026, selling an estimated $81 and leaving 4 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #951.

DHJJ Financial Advisors first reported a position in DEO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.24K in Q3 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

DHJJ Financial Advisors held 4 shares of Diageo worth $322 as of Q2 2026.
DHJJ Financial Advisors sold 1 Diageo share in Q2 2026, an estimated $81.
Diageo made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #951 holding.
DHJJ Financial Advisors first reported a position in Diageo in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Diageo position peaked at $2.24K in Q3 2023.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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