FFA
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Farther Finance Advisors’s Diageo DEO Stock Holding History

Farther Finance 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 		$1.35M Buy
16,780
+147
+0.9% +$11.9K 0.01% 926
2026
Q1 		$1.24M Buy
16,633
+119
+0.7% +$10.4K 0.01% 854
2025
Q4 		$1.42M Sell
16,514
-1,755
-10% -$162K 0.02% 727
2025
Q3 		$1.74M Buy
18,269
+610
+3% +$64K 0.03% 503
2025
Q2 		$1.78M Sell
17,659
-1,021
-5% -$111K 0.04% 402
2025
Q1 		$1.95M Buy
18,680
+1,423
+8% +$161K 0.05% 305
2024
Q4 		$2.19M Buy
17,257
+2,773
+19% +$353K 0.08% 212
2024
Q3 		$2.03M Sell
14,484
-10
-0.1% -$1.3K 0.08% 202
2024
Q2 		$1.82M Buy
14,494
+2,633
+22% +$363K 0.09% 180
2024
Q1 		$1.75M Buy
11,861
+1,176
+11% +$172K 0.11% 167
2023
Q4 		$1.56M Buy
10,685
+10,157
+1,924% +$1.5M 0.11% 167
2023
Q3 		$78.8K Buy
528
+33
+7% +$5.53K 0.01% 636
2023
Q2 		$85.9K Buy
495
+124
+33% +$22.1K 0.02% 508
2023
Q1 		$67.2K Buy
371
+88
+31% +$15.5K 0.02% 521
2022
Q4 		$50.4K Buy
+283
New +$49.6K 0.02% 482

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

Farther Finance Advisors's DEO Position: Q2 2026 in Review

Farther Finance Advisors increased its Diageo (DEO) stake by 0.88% in Q2 2026, buying an estimated $11.9K and bringing the position to 16,780 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #926.

Farther Finance Advisors first reported a position in DEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.19M in Q4 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Farther Finance Advisors held 16,780 shares of Diageo worth $1.35M as of Q2 2026.
  • Farther Finance Advisors bought 147 Diageo shares in Q2 2026, an estimated $11.9K.
  • Diageo made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #926 holding.
  • Farther Finance Advisors first reported a position in Diageo in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Diageo position peaked at $2.19M in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.