Fiduciary Alliance
DEO icon

Fiduciary Alliance’s Diageo DEO Stock Holding History

Fiduciary Alliance’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 		– Sell
-18,250
Closed -$1.47M – 517
2026
Q2 		$1.47M Buy
18,250
+8,546
+88% +$690K 0.1% 218
2026
Q1 		$773K Buy
+9,704
New +$847K 0.05% 300
2023
Q3 		– Sell
-255
Closed -$44.2K – 345
2023
Q2 		$44.2K Buy
+255
New +$45.5K 0.01% 335

Other funds holding DEO

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Fiduciary Alliance's DEO Position: Q3 2026 in Review

Fiduciary Alliance sold out of Diageo (DEO) in Q3 2026, closing a stake of 18,250 shares — an estimated $1.47M sold.

Fiduciary Alliance first reported a position in DEO in Q2 2023 and held it in 3 quarters. The position peaked at $1.47M in Q2 2026. 177 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Fiduciary Alliance reported no remaining Diageo position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 18,250 Diageo shares in Q3 2026, an estimated $1.47M.
  • Fiduciary Alliance first reported a position in Diageo in Q2 2023 and held it in 3 quarters.
  • Fiduciary Alliance's Diageo position peaked at $1.47M in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.