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Hughes Financial Services’s Diageo DEO Stock Holding History

Hughes Financial Services’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
-24
Closed -$1.79K – 1873
2026
Q1 		$1.79K Hold
24
– – ﹤0.01% 629
2025
Q4 		$2.07K Hold
24
– – ﹤0.01% 545
2025
Q3 		$2.28K Hold
24
– – ﹤0.01% 528
2025
Q2 		$2.57K Hold
24
– – ﹤0.01% 505
2025
Q1 		$2.51K Buy
+24
New +$2.71K ﹤0.01% 531

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
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

Hughes Financial Services's DEO Position: Q2 2026 in Review

Hughes Financial Services sold out of Diageo (DEO) in Q2 2026, closing a stake of 24 shares — an estimated $1.79K sold.

Hughes Financial Services first reported a position in DEO in Q1 2025 and held it in 5 quarters. The position peaked at $2.57K in Q2 2025. 174 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Hughes Financial Services reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 24 Diageo shares in Q2 2026, an estimated $1.79K.
  • Hughes Financial Services first reported a position in Diageo in Q1 2025 and held it in 5 quarters.
  • Hughes Financial Services's Diageo position peaked at $2.57K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.