First Affirmative Financial Network’s Diageo DEO Stock Holding History

First Affirmative Financial Network’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	$245K	Buy	+2,868	New	+$252K	0.05%	334
2026 Q1	$226K	Buy	+3,042	New	+$265K	0.09%	267
2025 Q3	$245K	Buy	+2,564	New	+$269K	0.12%	226
2024 Q2	–	Sell	-1,553	Closed	-$231K	–	265
2024 Q1	$231K	Buy	1,553 +41	+3%	+$6K	0.17%	198
2023 Q4	$220K	Buy	1,512 +170	+13%	+$25.1K	0.18%	196
2023 Q3	$200K	Buy	+1,342	New	+$225K	0.2%	184

Other funds holding DEO

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

First Affirmative Financial Network's DEO Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Diageo (DEO) in Q3 2026: 2,868 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #334 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in DEO as recently as Q1 2026.

First Affirmative Financial Network first reported a position in DEO in Q3 2023 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

First Affirmative Financial Network held 2,868 shares of Diageo worth $245K as of Q3 2026.
Diageo was a new First Affirmative Financial Network position in Q3 2026.
Diageo made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #334 holding.
First Affirmative Financial Network first reported a position in Diageo in Q3 2023 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.