IAS
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Insigneo Advisory Services’s Diageo DEO Stock Holding History

Insigneo Advisory 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 		$324K Buy
4,026
+575
+17% +$46.4K 0.01% 612
2026
Q1 		$257K Buy
3,451
+278
+9% +$24.3K 0.02% 554
2025
Q4 		$274K Sell
3,173
-1,108
-26% -$102K 0.02% 543
2025
Q3 		$409K Sell
4,281
-316
-7% -$33.2K 0.03% 423
2025
Q2 		$464K Sell
4,597
-432
-9% -$46.9K 0.04% 359
2025
Q1 		$527K Buy
5,029
+544
+12% +$61.5K 0.05% 289
2024
Q4 		$570K Sell
4,485
-578
-11% -$73.5K 0.06% 267
2024
Q3 		$711K Buy
5,063
+668
+15% +$86.8K 0.07% 230
2024
Q2 		$527K Buy
4,395
+362
+9% +$49.9K 0.06% 283
2024
Q1 		$607K Sell
4,033
-1,383
-26% -$202K 0.07% 233
2023
Q4 		$789K Buy
5,416
+1,488
+38% +$220K 0.11% 173
2023
Q3 		$596K Buy
3,928
+224
+6% +$37.5K 0.12% 164
2023
Q2 		$643K Buy
3,704
+1,397
+61% +$249K 0.12% 157
2023
Q1 		$421K Buy
2,307
+474
+26% +$83.7K 0.13% 159
2022
Q4 		$327K Buy
+1,833
New +$322K 0.12% 177

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

Insigneo Advisory Services's DEO Position: Q2 2026 in Review

Insigneo Advisory Services increased its Diageo (DEO) stake by 17% in Q2 2026, buying an estimated $46.4K and bringing the position to 4,026 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #612.

Insigneo Advisory Services first reported a position in DEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $789K in Q4 2023. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Insigneo Advisory Services held 4,026 shares of Diageo worth $324K as of Q2 2026.
  • Insigneo Advisory Services bought 575 Diageo shares in Q2 2026, an estimated $46.4K.
  • Diageo made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #612 holding.
  • Insigneo Advisory Services first reported a position in Diageo in Q4 2022 and has held it in 15 quarters since.
  • Insigneo Advisory Services's Diageo position peaked at $789K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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