Frank Rimerman Advisors’s Diageo DEO Stock Holding History

Frank Rimerman Advisors’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	-3,970	Closed	-$296K	–	619
2026 Q1	$296K	Buy	+3,970	New	+$346K	0.02%	503
2025 Q4	–	Sell	-2,366	Closed	-$226K	–	613
2025 Q3	$226K	Sell	2,366 -434	-16%	-$45.5K	0.01%	553
2025 Q2	$282K	Buy	+2,800	New	+$304K	0.02%	469
2025 Q1	–	Sell	-1,890	Closed	-$240K	–	529
2024 Q4	$240K	Buy	+1,890	New	+$240K	0.02%	463

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

Frank Rimerman Advisors's DEO Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Diageo (DEO) in Q2 2026, closing a stake of 3,970 shares — an estimated $296K sold.

Frank Rimerman Advisors first reported a position in DEO in Q4 2024 and held it in 4 quarters. The position peaked at $296K in Q1 2026. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Frank Rimerman Advisors reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 3,970 Diageo shares in Q2 2026, an estimated $296K.
Frank Rimerman Advisors first reported a position in Diageo in Q4 2024 and held it in 4 quarters.
Frank Rimerman Advisors's Diageo position peaked at $296K in Q1 2026.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.