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JNBA Financial Advisors’s Diageo DEO Stock Holding History

JNBA Financial 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 		$1.53K Hold
19
– – ﹤0.01% 740
2026
Q1 		$1.42K Hold
19
– – ﹤0.01% 766
2025
Q4 		$1.64K Hold
19
– – ﹤0.01% 689
2025
Q3 		$1.81K Buy
+19
New +$1.99K ﹤0.01% 607
2023
Q4 		– Sell
-46
Closed -$6.86K – 719
2023
Q3 		$6.86K Buy
46
+18
+64% +$3.01K ﹤0.01% 504
2023
Q2 		$4.86K Buy
28
+5
+22% +$893 ﹤0.01% 538
2023
Q1 		$4.17K Buy
+23
New +$4.06K ﹤0.01% 565
2022
Q2 		– Sell
-21
Closed -$4K – 725
2022
Q1 		$4K Sell
21
-100
-83% -$20K ﹤0.01% 567
2021
Q4 		$27K Buy
121
+69
+133% +$14.1K ﹤0.01% 375
2021
Q3 		$10K Hold
52
– – ﹤0.01% 517
2021
Q2 		$10K Hold
52
– – ﹤0.01% 481
2021
Q1 		$9K Buy
52
+31
+148% +$5.07K ﹤0.01% 475
2020
Q4 		$3K Buy
+21
New +$3.13K ﹤0.01% 521
2018
Q4 		– Sell
-655
Closed -$93K – 576
2018
Q3 		$93K Buy
+655
New +$94K 0.04% 183
2017
Q1 		– Sell
-52
Closed -$5K – 472
2016
Q4 		$5K Sell
52
-765
-94% -$80.5K ﹤0.01% 405
2016
Q3 		$95K Buy
817
+765
+1,471% +$87.5K 0.01% 375
2016
Q2 		$6K Sell
52
-6
-10% -$649 ﹤0.01% 391
2016
Q1 		$6K Buy
58
+6
+12% +$635 ﹤0.01% 395
2015
Q4 		$6K Hold
52
– – ﹤0.01% 386
2015
Q3 		$6K Hold
52
– – ﹤0.01% 392
2015
Q2 		$6K Hold
52
– – ﹤0.01% 390
2015
Q1 		$6K Hold
52
– – ﹤0.01% 400
2014
Q4 		$6K Hold
52
– – ﹤0.01% 398
2014
Q3 		$6K Buy
+52
New +$6.3K ﹤0.01% 422

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

JNBA Financial Advisors's DEO Position: Q2 2026 in Review

JNBA Financial Advisors held its Diageo (DEO) position steady in Q2 2026 at 19 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

JNBA Financial Advisors first reported a position in DEO in Q3 2014 and has held it in 24 quarters since. The position peaked at $95K in Q3 2016. 264 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • JNBA Financial Advisors held 19 shares of Diageo worth $1.53K as of Q2 2026.
  • JNBA Financial Advisors left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #740 holding.
  • JNBA Financial Advisors first reported a position in Diageo in Q3 2014 and has held it in 24 quarters since.
  • JNBA Financial Advisors's Diageo position peaked at $95K in Q3 2016.
  • 264 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.