IA
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IFP Advisors’s Diageo DEO Stock Holding History

IFP 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
2026
Q2 		$85K Sell
1,058
-140
-12% -$11.3K ﹤0.01% 2090
2026
Q1 		$89.2K Sell
1,198
-868
-42% -$75.7K ﹤0.01% 1919
2025
Q4 		$178K Buy
2,066
+341
+20% +$31.4K ﹤0.01% 1433
2025
Q3 		$165K Buy
1,725
+316
+22% +$33.2K ﹤0.01% 1388
2025
Q2 		$142K Buy
1,409
+123
+10% +$13.3K ﹤0.01% 1444
2025
Q1 		$135K Buy
1,286
+48
+4% +$5.42K ﹤0.01% 1361
2024
Q4 		$157K Buy
1,238
+370
+43% +$47.1K 0.01% 1251
2024
Q3 		$122K Sell
868
-431
-33% -$56K ﹤0.01% 1318
2024
Q2 		$164K Buy
1,299
+11
+0.9% +$1.51K 0.01% 1135
2024
Q1 		$192K Sell
1,288
-27
-2% -$3.95K 0.01% 1017
2023
Q4 		$192K Sell
1,315
-132
-9% -$19.5K 0.01% 967
2023
Q3 		$216K Buy
1,447
+930
+180% +$156K 0.01% 932
2023
Q2 		$89.8K Sell
517
-65
-11% -$11.6K ﹤0.01% 1351
2023
Q1 		$67.1K Sell
582
-922
-61% -$163K ﹤0.01% 1434
2022
Q4 		$186K Sell
1,504
-257
-15% -$45.1K 0.01% 1393
2022
Q3 		$210K Buy
1,761
+417
+31% +$74.7K 0.01% 1370
2022
Q2 		$160K Hold
1,344
– – 0.01% 1411
2022
Q1 		$160K Buy
1,344
+944
+236% +$189K 0.01% 1411
2021
Q4 		$88K Buy
400
+67
+20% +$13.7K ﹤0.01% 1315
2021
Q3 		$64K Buy
333
+47
+16% +$9.11K ﹤0.01% 1483
2021
Q2 		$55K Hold
286
– – ﹤0.01% 1479
2021
Q1 		$46K Sell
286
-10
-3% -$1.64K ﹤0.01% 1500
2020
Q4 		$47K Sell
296
-204
-41% -$30.4K ﹤0.01% 1466
2020
Q3 		$70K Buy
500
+55
+12% +$7.58K ﹤0.01% 1153
2020
Q2 		$62K Buy
445
+109
+32% +$15K ﹤0.01% 1120
2020
Q1 		$43K Sell
336
-68
-17% -$10.2K ﹤0.01% 1188
2019
Q4 		$68K Sell
404
-12
-3% -$1.95K 0.01% 1115
2019
Q3 		$67K Buy
+416
New +$69.6K ﹤0.01% 1234
2019
Q1 		$17K Sell
106
-1,563
-94% -$238K ﹤0.01% 1409
2018
Q4 		$236K Sell
1,669
-604
-27% -$85K 0.01% 800
2018
Q3 		$322K Sell
2,273
-795
-26% -$114K 0.01% 852
2018
Q2 		$442K Sell
3,068
-418
-12% -$59.9K 0.02% 710
2018
Q1 		$509K Hold
3,486
– – 0.02% 620
2017
Q4 		$509K Sell
3,486
-6,375
-65% -$879K 0.02% 620
2017
Q3 		$1.3M Buy
9,861
+515
+6% +$66.5K 0.05% 366
2017
Q2 		$1.12M Buy
9,346
+405
+5% +$48.2K 0.05% 402
2017
Q1 		$1.03M Sell
8,941
-243
-3% -$27.3K 0.05% 417
2016
Q4 		$955K Buy
9,184
+695
+8% +$73.1K 0.05% 396
2016
Q3 		$985K Buy
8,489
+305
+4% +$34.9K 0.05% 368
2016
Q2 		$924K Buy
8,184
+8,078
+7,621% +$874K 0.05% 370
2016
Q1 		$17K Sell
106
-7,907
-99% -$836K ﹤0.01% 1409
2015
Q4 		$874K Buy
+8,013
New +$904K 0.06% 342

Other funds holding DEO

Fidelity Investments
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
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
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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

IFP Advisors's DEO Position: Q2 2026 in Review

IFP Advisors reduced its Diageo (DEO) stake by 12% in Q2 2026, selling an estimated $11.3K and leaving 1,058 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

IFP Advisors first reported a position in DEO in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.3M in Q3 2017. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • IFP Advisors held 1,058 shares of Diageo worth $85K as of Q2 2026.
  • IFP Advisors sold 140 Diageo shares in Q2 2026, an estimated $11.3K.
  • Diageo made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2090 holding.
  • IFP Advisors first reported a position in Diageo in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Diageo position peaked at $1.3M in Q3 2017.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.