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JFS Wealth Advisors’s Diageo DEO Stock Holding History

JFS Wealth 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 		$36.2K Buy
450
+11
+3% +$888 ﹤0.01% 616
2026
Q1 		$32.7K Buy
439
+39
+10% +$3.4K ﹤0.01% 609
2025
Q4 		$34.5K Sell
400
-21
-5% -$1.93K ﹤0.01% 611
2025
Q3 		$40.2K Sell
421
-3
-0.7% -$315 ﹤0.01% 549
2025
Q2 		$42.8K Buy
424
+10
+2% +$1.08K ﹤0.01% 493
2025
Q1 		$43.4K Buy
414
+1
+0.2% +$113 ﹤0.01% 500
2024
Q4 		$52.5K Sell
413
-50
-11% -$6.36K ﹤0.01% 456
2024
Q3 		$65K Sell
463
-28
-6% -$3.64K ﹤0.01% 425
2024
Q2 		$61.9K Sell
491
-9
-2% -$1.24K ﹤0.01% 387
2024
Q1 		$74.4K Sell
500
-129
-21% -$18.9K 0.01% 369
2023
Q4 		$91.6K Buy
629
+127
+25% +$18.8K 0.01% 320
2023
Q3 		$74.9K Sell
502
-31
-6% -$5.19K 0.01% 319
2023
Q2 		$92.5K Buy
533
+19
+4% +$3.39K 0.01% 287
2023
Q1 		$93.1K Buy
514
+14
+3% +$2.47K 0.01% 283
2022
Q4 		$89.1K Sell
500
-80
-14% -$14K 0.01% 290
2022
Q3 		$98K Buy
580
+147
+34% +$26.3K 0.01% 285
2022
Q2 		$75K Sell
433
-67
-13% -$12.7K 0.01% 327
2022
Q1 		$102K Buy
500
+58
+13% +$11.6K 0.01% 300
2021
Q4 		$97K Buy
442
+42
+11% +$8.61K 0.01% 311
2021
Q3 		$77K Buy
+400
New +$77.5K 0.01% 355
2021
Q1 		– Sell
-28
Closed -$4K – 594
2020
Q4 		$4K Buy
+28
New +$4.18K ﹤0.01% 487
2018
Q2 		– Sell
-61
Closed -$8K – 487
2018
Q1 		$8K Hold
61
– – ﹤0.01% 383
2017
Q4 		$9K Buy
+61
New +$8.41K ﹤0.01% 382
2015
Q3 		– Sell
-252
Closed -$29K – 499
2015
Q2 		$29K Sell
252
-2
-0.8% -$228 0.01% 230
2015
Q1 		$28K Sell
254
-2
-0.8% -$230 0.01% 238
2014
Q4 		$29K Buy
256
+160
+167% +$18.6K ﹤0.01% 249
2014
Q3 		$11K Sell
96
-1
-1% -$121 ﹤0.01% 327
2014
Q2 		$12K Buy
+97
New +$12.2K ﹤0.01% 310

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

JFS Wealth Advisors's DEO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Diageo (DEO) stake by 2.5% in Q2 2026, buying an estimated $888 and bringing the position to 450 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

JFS Wealth Advisors first reported a position in DEO in Q2 2014 and has held it in 28 quarters since. The position peaked at $102K in Q1 2022. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • JFS Wealth Advisors held 450 shares of Diageo worth $36.2K as of Q2 2026.
  • JFS Wealth Advisors bought 11 Diageo shares in Q2 2026, an estimated $888.
  • Diageo made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #616 holding.
  • JFS Wealth Advisors first reported a position in Diageo in Q2 2014 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Diageo position peaked at $102K in Q1 2022.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.