HighTower Advisors
DEO icon

HighTower Advisors’s Diageo DEO Stock Holding History

HighTower 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
2024
Q2 		– Sell
-1,300
Closed -$653 – 3738
2024
Q1 		$653 Buy
+1,300
New +$190K ﹤0.01% 3535
2021
Q1 		– Sell
-1
Closed -$8K – 3098
2020
Q4 		$8K Sell
1
-99
-99% -$14.8K ﹤0.01% 2523
2020
Q3 		$6K Sell
100
-100
-50% -$13.8K ﹤0.01% 2452
2020
Q2 		$16K Hold
200
– – ﹤0.01% 2281
2020
Q1 		$14K Buy
+200
New +$30K ﹤0.01% 2102

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors's DEO Position: Q1 2026 in Review

HighTower Advisors increased its Diageo (DEO) stake by 14% in Q1 2026, buying an estimated $520K and bringing the position to 49,282 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

HighTower Advisors first reported a position in DEO in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.5M in Q2 2023. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • HighTower Advisors held 49,282 shares of Diageo worth $3.67M as of Q1 2026.
  • HighTower Advisors bought 5,955 Diageo shares in Q1 2026, an estimated $520K.
  • Diageo made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1364 holding.
  • HighTower Advisors first reported a position in Diageo in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's Diageo position peaked at $27.5M in Q2 2023.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.