Essential Partners’s Diageo DEO Stock Holding History

Essential Partners’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 Q3	$6.59K	Buy	+77	New	+$6.78K	﹤0.01%	1384

Other funds holding DEO

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Essential Partners's DEO Position: Q3 2026 in Review

Essential Partners opened a new position in Diageo (DEO) in Q3 2026: 77 shares worth $6.59K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings.

177 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

Essential Partners held 77 shares of Diageo worth $6.59K as of Q3 2026.
Diageo was a new Essential Partners position in Q3 2026.
Diageo made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1384 holding.
177 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.