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HHM Wealth Advisors’s Diageo DEO Stock Holding History

HHM Wealth 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 		$14.5K Hold
180
– – ﹤0.01% 575
2026
Q1 		$13.4K Hold
180
– – ﹤0.01% 581
2025
Q4 		$15.5K Hold
180
– – ﹤0.01% 536
2025
Q3 		$17.2K Sell
180
-150
-45% -$15.7K ﹤0.01% 537
2025
Q2 		$33.3K Buy
330
+143
+76% +$15.5K ﹤0.01% 435
2025
Q1 		$19.6K Buy
187
+150
+405% +$17K ﹤0.01% 507
2024
Q4 		$4.73K Hold
37
– – ﹤0.01% 684
2024
Q3 		$5.13K Buy
+37
New +$4.81K ﹤0.01% 651
2024
Q2 		– Sell
-73
Closed -$10.9K – 800
2024
Q1 		$10.9K Buy
73
+46
+170% +$6.73K ﹤0.01% 504
2023
Q4 		$3.93K Sell
27
-95
-78% -$14K ﹤0.01% 645
2023
Q3 		$18.2K Hold
122
– – ﹤0.01% 415
2023
Q2 		$21.2K Sell
122
-8
-6% -$1.43K ﹤0.01% 412
2023
Q1 		$23.6K Buy
130
+27
+26% +$4.76K ﹤0.01% 396
2022
Q4 		$18.4K Sell
103
-6
-6% -$1.05K ﹤0.01% 371
2022
Q3 		$19K Hold
109
– – 0.01% 350
2022
Q2 		$18K Buy
+109
New +$20.7K ﹤0.01% 442

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
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

HHM Wealth Advisors's DEO Position: Q2 2026 in Review

HHM Wealth Advisors held its Diageo (DEO) position steady in Q2 2026 at 180 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

HHM Wealth Advisors first reported a position in DEO in Q2 2022 and has held it in 16 quarters since. The position peaked at $33.3K in Q2 2025. 213 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • HHM Wealth Advisors held 180 shares of Diageo worth $14.5K as of Q2 2026.
  • HHM Wealth Advisors left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • HHM Wealth Advisors first reported a position in Diageo in Q2 2022 and has held it in 16 quarters since.
  • HHM Wealth Advisors's Diageo position peaked at $33.3K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.