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 Q3	$74.7K	Sell	873 -5	-0.6%	-$440	﹤0.01%	1168
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

IFG Advisory's DEO Position: Q3 2026 in Review

IFG Advisory reduced its Diageo (DEO) stake by 0.57% in Q3 2026, selling an estimated $440 and leaving 873 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

IFG Advisory first reported a position in DEO in Q4 2017 and has held it in 3 quarters since. The position peaked at $201K in Q4 2017. 404 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

IFG Advisory held 873 shares of Diageo worth $74.7K as of Q3 2026.
IFG Advisory sold 5 Diageo shares in Q3 2026, an estimated $440.
Diageo made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1168 holding.
IFG Advisory first reported a position in Diageo in Q4 2017 and has held it in 3 quarters since.
IFG Advisory's Diageo position peaked at $201K in Q4 2017.
404 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.