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
Q3 		$1.07M Sell
12,520
-4,260
-25% -$375K 0.01% 1087
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Farther Finance Advisors's DEO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Diageo (DEO) stake by 25% in Q3 2026, selling an estimated $375K and leaving 12,520 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1087.

Farther Finance Advisors first reported a position in DEO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q4 2024. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Farther Finance Advisors held 12,520 shares of Diageo worth $1.07M as of Q3 2026.
  • Farther Finance Advisors sold 4,260 Diageo shares in Q3 2026, an estimated $375K.
  • Diageo made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1087 holding.
  • Farther Finance Advisors first reported a position in Diageo in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Diageo position peaked at $2.19M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.