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First Pacific Financial’s Diageo DEO Stock Holding History

First Pacific Financial’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 		– Sell
-32
Closed -$2.38K – 558
2026
Q1 		$2.38K Buy
+32
New +$2.79K ﹤0.01% 516
2025
Q4 		– Sell
-2
Closed -$191 – 513
2025
Q3 		$191 Sell
2
-207
-99% -$21.7K ﹤0.01% 520
2025
Q2 		$21.1K Buy
+209
New +$22.7K ﹤0.01% 284
2024
Q2 		– Sell
-20
Closed -$3.01K – 402
2024
Q1 		$3.01K Buy
+20
New +$2.93K ﹤0.01% 329

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

First Pacific Financial's DEO Position: Q2 2026 in Review

First Pacific Financial sold out of Diageo (DEO) in Q2 2026, closing a stake of 32 shares — an estimated $2.38K sold.

First Pacific Financial first reported a position in DEO in Q1 2024 and held it in 4 quarters. The position peaked at $21.1K in Q2 2025. 235 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • First Pacific Financial reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 32 Diageo shares in Q2 2026, an estimated $2.38K.
  • First Pacific Financial first reported a position in Diageo in Q1 2024 and held it in 4 quarters.
  • First Pacific Financial's Diageo position peaked at $21.1K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.