FFO
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Fortitude Family Office’s Diageo DEO Stock Holding History

Fortitude Family Office’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
-2,222
Closed -$165K – 2297
2026
Q1 		$165K Sell
2,222
-20
-0.9% -$1.75K 0.04% 131
2025
Q4 		$193K Buy
2,242
+8
+0.4% +$737 0.05% 143
2025
Q3 		$213K Hold
2,234
– – 0.06% 136
2025
Q2 		$225K Hold
2,234
– – 0.07% 118
2025
Q1 		$234K Sell
2,234
-156
-7% -$17.6K 0.08% 109
2024
Q4 		$304K Sell
2,390
-1,181
-33% -$150K 0.11% 105
2024
Q3 		$501K Buy
+3,571
New +$464K 0.2% 63

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

Fortitude Family Office's DEO Position: Q2 2026 in Review

Fortitude Family Office sold out of Diageo (DEO) in Q2 2026, closing a stake of 2,222 shares — an estimated $165K sold.

Fortitude Family Office first reported a position in DEO in Q3 2024 and held it in 7 quarters. The position peaked at $501K in Q3 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Fortitude Family Office reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 2,222 Diageo shares in Q2 2026, an estimated $165K.
  • Fortitude Family Office first reported a position in Diageo in Q3 2024 and held it in 7 quarters.
  • Fortitude Family Office's Diageo position peaked at $501K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.