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
2021 Q2	–	Sell	-1	Closed	-$8K	–	3208
2021 Q1	$8K	Buy	+1	New	+$164	﹤0.01%	2937
2019 Q4	–	Sell	-300	Closed	-$2K	–	2418
2019 Q3	$2K	Buy	300 +200	+200%	+$33.5K	﹤0.01%	2362
2019 Q2	$1K	Buy	+100	New	+$16.8K	﹤0.01%	2363

Other funds holding DEO

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.