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Founders Financial Securities’s Diageo DEO Stock Holding History

Founders Financial Securities’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
-7,852
Closed -$617K – 559
2026
Q1 		$617K Sell
7,852
-361
-4% -$31.5K 0.03% 339
2025
Q4 		$709K Buy
8,213
+259
+3% +$23.9K 0.04% 336
2025
Q3 		$759K Sell
7,954
-3,434
-30% -$360K 0.05% 288
2025
Q2 		$1.15M Buy
11,388
+361
+3% +$39.2K 0.09% 217
2025
Q1 		$1.23M Buy
11,027
+1,663
+18% +$188K 0.1% 190
2024
Q4 		$1.19M Buy
9,364
+1,226
+15% +$156K 0.11% 164
2024
Q3 		$1.14M Sell
8,138
-351
-4% -$45.6K 0.11% 167
2024
Q2 		$1.07M Buy
8,489
+962
+13% +$133K 0.1% 170
2024
Q1 		$1.12M Buy
7,527
+1,007
+15% +$147K 0.12% 150
2023
Q4 		$950K Buy
6,520
+196
+3% +$28.9K 0.11% 172
2023
Q3 		$943K Buy
6,324
+1,586
+33% +$266K 0.12% 145
2023
Q2 		$822K Buy
4,738
+417
+10% +$74.4K 0.11% 166
2023
Q1 		$783K Buy
+4,321
New +$763K 0.11% 160
2017
Q2 		– Sell
-6,823
Closed -$789K – 102
2017
Q1 		$789K Buy
6,823
+439
+7% +$49.3K 0.3% 54
2016
Q4 		$664K Sell
6,384
-24
-0.4% -$2.52K 0.28% 47
2016
Q3 		$744K Sell
6,408
-10,081
-61% -$1.15M 0.32% 50
2016
Q2 		$1.86M Sell
16,489
-121
-0.7% -$13.1K 0.85% 37
2016
Q1 		$1.79M Buy
+16,610
New +$1.76M 0.84% 33

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

Founders Financial Securities's DEO Position: Q2 2026 in Review

Founders Financial Securities sold out of Diageo (DEO) in Q2 2026, closing a stake of 7,852 shares — an estimated $617K sold.

Founders Financial Securities first reported a position in DEO in Q1 2016 and held it in 18 quarters. The position peaked at $1.86M in Q2 2016. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Founders Financial Securities reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 7,852 Diageo shares in Q2 2026, an estimated $617K.
  • Founders Financial Securities first reported a position in Diageo in Q1 2016 and held it in 18 quarters.
  • Founders Financial Securities's Diageo position peaked at $1.86M in Q2 2016.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.