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Diversify Advisory Services’s Diageo DEO Stock Holding History

Diversify Advisory Services’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 		$225K Buy
+2,646
New +$214K ﹤0.01% 1156
2024
Q3 		– Sell
-1,636
Closed -$207K – 646
2024
Q2 		$207K Sell
1,636
-2,041
-56% -$281K 0.01% 602
2024
Q1 		$544K Buy
+3,677
New +$538K 0.03% 401

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

Diversify Advisory Services's DEO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Diageo (DEO) in Q2 2026: 2,646 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DEO as recently as Q2 2024.

Diversify Advisory Services first reported a position in DEO in Q1 2024 and has held it in 3 quarters since. The position peaked at $544K in Q1 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Diversify Advisory Services held 2,646 shares of Diageo worth $225K as of Q2 2026.
  • Diageo was a new Diversify Advisory Services position in Q2 2026.
  • Diageo made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1156 holding.
  • Diversify Advisory Services first reported a position in Diageo in Q1 2024 and has held it in 3 quarters since.
  • Diversify Advisory Services's Diageo position peaked at $544K in Q1 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.