Halbert Hargrove Global Advisors
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
Q3 		– Sell
-14
Closed -$1.1K – 447
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

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Franklin Resources
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Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Halbert Hargrove Global Advisors's DEO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Diageo (DEO) in Q3 2026, closing a stake of 14 shares — an estimated $1.1K sold.

Halbert Hargrove Global Advisors first reported a position in DEO in Q1 2025 and held it in 2 quarters. The position peaked at $2.52K in Q1 2025. 589 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Diageo position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 14 Diageo shares in Q3 2026, an estimated $1.1K.
  • Halbert Hargrove Global Advisors first reported a position in Diageo in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Diageo position peaked at $2.52K in Q1 2025.
  • 589 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.