IFG Advisory’s Diageo DEO Stock Holding History

IFG Advisory’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	$70.6K	Buy	+878	New	+$70.9K	﹤0.01%	1212
2018 Q1	–	Sell	-1,377	Closed	-$201K	–	337
2017 Q4	$201K	Buy	+1,377	New	+$190K	0.05%	312

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IFG Advisory's DEO Position: Q2 2026 in Review

IFG Advisory opened a new position in Diageo (DEO) in Q2 2026: 878 shares worth $70.6K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DEO as recently as Q4 2017.

IFG Advisory first reported a position in DEO in Q4 2017 and has held it in 2 quarters since. The position peaked at $201K in Q4 2017. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

IFG Advisory held 878 shares of Diageo worth $70.6K as of Q2 2026.
Diageo was a new IFG Advisory position in Q2 2026.
Diageo made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1212 holding.
IFG Advisory first reported a position in Diageo in Q4 2017 and has held it in 2 quarters since.
IFG Advisory's Diageo position peaked at $201K in Q4 2017.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.