Diversify Advisory Services’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$338K Buy
3,597
+951
+36% +$83.7K 0.01% 1055
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

Diversify Advisory Services's DEO Position: Q3 2026 in Review

Diversify Advisory Services increased its Diageo (DEO) stake by 36% in Q3 2026, buying an estimated $83.7K and bringing the position to 3,597 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1055.

Diversify Advisory Services first reported a position in DEO in Q1 2024 and has held it in 4 quarters since. The position peaked at $544K in Q1 2024. 139 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Diversify Advisory Services held 3,597 shares of Diageo worth $338K as of Q3 2026.
  • Diversify Advisory Services bought 951 Diageo shares in Q3 2026, an estimated $83.7K.
  • Diageo made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1055 holding.
  • Diversify Advisory Services first reported a position in Diageo in Q1 2024 and has held it in 4 quarters since.
  • Diversify Advisory Services's Diageo position peaked at $544K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.