FC
DEO icon

Financial Consulate’s Diageo DEO Stock Holding History

Financial Consulate’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 		$7.24K Buy
90
+40
+80% +$3.23K ﹤0.01% 758
2026
Q1 		$3.72K Sell
50
-2
-4% -$174 ﹤0.01% 852
2025
Q4 		$4.49K Sell
52
-76
-59% -$7K ﹤0.01% 764
2025
Q3 		$12.2K Buy
+128
New +$13.4K ﹤0.01% 528

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

Financial Consulate's DEO Position: Q2 2026 in Review

Financial Consulate increased its Diageo (DEO) stake by 80% in Q2 2026, buying an estimated $3.23K and bringing the position to 90 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Financial Consulate first reported a position in DEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q3 2025. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Financial Consulate held 90 shares of Diageo worth $7.24K as of Q2 2026.
  • Financial Consulate bought 40 Diageo shares in Q2 2026, an estimated $3.23K.
  • Diageo made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #758 holding.
  • Financial Consulate first reported a position in Diageo in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Diageo position peaked at $12.2K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.