Golden State Equity Partners’s Diageo DEO Stock Holding History

Golden State Equity Partners’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	Closed	-$148	–	659
2026 Q1	$148	Buy	+2	New	+$174	﹤0.01%	1961
2025 Q4	–	Sell	-2,103	Closed	-$201K	–	500
2025 Q3	$201K	Sell	2,103 -348	-14%	-$36.5K	0.03%	434
2025 Q2	$247K	Buy	+2,451	New	+$266K	0.05%	376
2024 Q4	–	Sell	-369	Closed	-$51.8K	–	549
2024 Q3	$51.8K	Sell	369 -1,530	-81%	-$199K	0.03%	371
2024 Q2	$239K	Buy	+1,899	New	+$262K	0.05%	356
2023 Q4	$264K	Buy	+1,815	New	+$268K	0.06%	305

Other funds holding DEO

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Golden State Equity Partners's DEO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Diageo (DEO) in Q2 2026, closing a stake of 2 shares — an estimated $148 sold.

Golden State Equity Partners first reported a position in DEO in Q4 2023 and held it in 6 quarters. The position peaked at $264K in Q4 2023. 390 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Golden State Equity Partners reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2 Diageo shares in Q2 2026, an estimated $148.
Golden State Equity Partners first reported a position in Diageo in Q4 2023 and held it in 6 quarters.
Golden State Equity Partners's Diageo position peaked at $264K in Q4 2023.
390 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.