Financial Gravity Companies’s Diageo DEO Stock Holding History

Financial Gravity Companies’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	$9.78K	Buy	+122	New	+$9.85K	﹤0.01%	594
2025 Q2	$1.86M	Buy	+18,463	New	+$2M	0.37%	66
2024 Q4	$1.68M	Buy	13,204 +670	+5%	+$85.2K	0.38%	64
2024 Q3	$1.76M	Buy	+12,534	New	+$1.63M	0.47%	53
2018 Q4	$47K	Buy	+310	New	+$43.6K	0.04%	352
2018 Q1	$43K	Buy	305 +3	+1%	+$417	0.04%	349
2017 Q4	$44K	Buy	+302	New	+$41.6K	0.05%	313

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Gravity Companies's DEO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Diageo (DEO) in Q2 2026: 122 shares worth $9.78K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DEO as recently as Q2 2025.

Financial Gravity Companies first reported a position in DEO in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.86M in Q2 2025. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Financial Gravity Companies held 122 shares of Diageo worth $9.78K as of Q2 2026.
Diageo was a new Financial Gravity Companies position in Q2 2026.
Diageo made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #594 holding.
Financial Gravity Companies first reported a position in Diageo in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Diageo position peaked at $1.86M in Q2 2025.
725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.