HAG
DEO icon

HF Advisory Group’s Diageo DEO Stock Holding History

HF Advisory Group’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
-7,859
Closed -$585K – 172
2026
Q1 		$585K Sell
7,859
-2,017
-20% -$176K 0.2% 119
2025
Q4 		$852K Buy
9,876
+62
+0.6% +$5.71K 0.3% 104
2025
Q3 		$937K Buy
9,814
+359
+4% +$37.7K 0.34% 96
2025
Q2 		$953K Sell
9,455
-367
-4% -$39.8K 0.38% 95
2025
Q1 		$1.03M Buy
9,822
+1,351
+16% +$153K 0.45% 90
2024
Q4 		$1.08M Buy
8,471
+775
+10% +$98.6K 0.5% 76
2024
Q3 		$1.08M Buy
7,696
+1,130
+17% +$147K 0.5% 76
2024
Q2 		$828K Buy
+6,566
New +$905K 0.43% 84

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
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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

HF Advisory Group's DEO Position: Q2 2026 in Review

HF Advisory Group sold out of Diageo (DEO) in Q2 2026, closing a stake of 7,859 shares — an estimated $585K sold.

HF Advisory Group first reported a position in DEO in Q2 2024 and held it in 8 quarters. The position peaked at $1.08M in Q3 2024. 151 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • HF Advisory Group reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • HF Advisory Group sold 7,859 Diageo shares in Q2 2026, an estimated $585K.
  • HF Advisory Group first reported a position in Diageo in Q2 2024 and held it in 8 quarters.
  • HF Advisory Group's Diageo position peaked at $1.08M in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.