HHGA
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Halbert Hargrove Global Advisors’s Diageo DEO Stock Holding History

Halbert Hargrove Global 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 		$1.1K Buy
+14
New +$1.13K ﹤0.01% 433
2025
Q2 		– Sell
-24
Closed -$2.52K – 396
2025
Q1 		$2.52K Buy
+24
New +$2.71K ﹤0.01% 380

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

Halbert Hargrove Global Advisors's DEO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Diageo (DEO) in Q2 2026: 14 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in DEO as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in DEO in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.52K in Q1 2025. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 14 shares of Diageo worth $1.1K as of Q2 2026.
  • Diageo was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Diageo made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #433 holding.
  • Halbert Hargrove Global Advisors first reported a position in Diageo in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Diageo position peaked at $2.52K in Q1 2025.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.