First Command Advisory Services’s Diageo DEO Stock Holding History

First Command Advisory Services’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	$1.85K	Sell	23 -3	-12%	-$242	﹤0.01%	1027
2026 Q1	$1.94K	Buy	26 +20	+333%	+$1.75K	﹤0.01%	941
2025 Q4	$518	Sell	6 -35	-85%	-$3.22K	﹤0.01%	754
2025 Q3	$3.91K	Sell	41 -150	-79%	-$15.7K	﹤0.01%	487
2025 Q2	$19.3K	Hold	191	–	–	﹤0.01%	367
2025 Q1	$20K	Sell	191 -250	-57%	-$28.3K	﹤0.01%	343
2024 Q4	$56.1K	Sell	441 -94	-18%	-$12K	﹤0.01%	268
2024 Q3	$75.1K	Buy	535 +6	+1%	+$780	﹤0.01%	252
2024 Q2	$65.7K	Sell	529 -75	-12%	-$10.3K	﹤0.01%	246
2024 Q1	$88.6K	Buy	604 +18	+3%	+$2.63K	﹤0.01%	213
2023 Q4	$85.4K	Buy	586 +266	+83%	+$39.3K	﹤0.01%	201
2023 Q3	$47.7K	Buy	+320	New	+$53.6K	﹤0.01%	244

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

First Command Advisory Services's DEO Position: Q2 2026 in Review

First Command Advisory Services reduced its Diageo (DEO) stake by 12% in Q2 2026, selling an estimated $242 and leaving 23 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

First Command Advisory Services first reported a position in DEO in Q3 2023 and has held it in 12 quarters since. The position peaked at $88.6K in Q1 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

First Command Advisory Services held 23 shares of Diageo worth $1.85K as of Q2 2026.
First Command Advisory Services sold 3 Diageo shares in Q2 2026, an estimated $242.
Diageo made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #1027 holding.
First Command Advisory Services first reported a position in Diageo in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's Diageo position peaked at $88.6K in Q1 2024.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.