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Kelleher Financial Advisors’s Diageo DEO Stock Holding History

Kelleher 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 		$28.1K Buy
350
+175
+100% +$14.1K ﹤0.01% 511
2026
Q1 		$13K Hold
175
– – ﹤0.01% 518
2025
Q4 		$15.1K Hold
175
– – ﹤0.01% 541
2025
Q3 		$16.7K Buy
+175
New +$18.4K ﹤0.01% 456

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

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

Kelleher Financial Advisors increased its Diageo (DEO) stake by 100% in Q2 2026, buying an estimated $14.1K and bringing the position to 350 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Kelleher Financial Advisors first reported a position in DEO in Q3 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Kelleher Financial Advisors held 350 shares of Diageo worth $28.1K as of Q2 2026.
  • Kelleher Financial Advisors bought 175 Diageo shares in Q2 2026, an estimated $14.1K.
  • Diageo made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #511 holding.
  • Kelleher Financial Advisors first reported a position in Diageo in Q3 2025 and has held it in 4 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.