HHGA
DEO icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 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. 169 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.
  • 169 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.