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Highland Investment Advisors LLC’s Diageo DEO Stock Holding History

Highland Investment Advisors LLC’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 		$804 Buy
+10
New +$807 ﹤0.01% 553

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Highland Investment Advisors LLC's DEO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Diageo (DEO) in Q2 2026: 10 shares worth $804. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

604 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Highland Investment Advisors LLC held 10 shares of Diageo worth $804 as of Q2 2026.
  • Diageo was a new Highland Investment Advisors LLC position in Q2 2026.
  • Diageo made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #553 holding.
  • 604 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.