Lido Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259K Buy
3,225
+233
+8% +$18.8K ﹤0.01% 1822
2026
Q1
$223K Buy
2,992
+721
+32% +$62.9K ﹤0.01% 1728
2025
Q4
$214K Buy
+2,271
New +$209K ﹤0.01% 1731
2025
Q1
Sell
-2,154
Closed -$274K 1541
2024
Q4
$274K Sell
2,154
-1,484
-41% -$189K ﹤0.01% 1257
2024
Q3
$511K Sell
3,638
-499
-12% -$64.8K ﹤0.01% 951
2024
Q2
$522K Sell
4,137
-43
-1% -$5.92K ﹤0.01% 913
2024
Q1
$628K Sell
4,180
-782
-16% -$114K ﹤0.01% 827
2023
Q4
$723K Sell
4,962
-230
-4% -$34K ﹤0.01% 726
2023
Q3
$775K Sell
5,192
-289
-5% -$48.4K 0.01% 611
2023
Q2
$951K Buy
5,481
+352
+7% +$62.8K 0.01% 557
2023
Q1
$929K Buy
5,129
+1,934
+61% +$341K 0.01% 495
2022
Q4
$569K Buy
3,195
+215
+7% +$37.7K 0.01% 550
2022
Q3
$506K Buy
2,980
+131
+5% +$23.5K 0.01% 543
2022
Q2
$496K Sell
2,849
-307
-10% -$58.4K 0.01% 548
2022
Q1
$641K Buy
3,156
+163
+5% +$32.7K 0.01% 519
2021
Q4
$658K Sell
2,993
-219
-7% -$44.9K 0.01% 520
2021
Q3
$619K Buy
3,212
+578
+22% +$112K 0.01% 518
2021
Q2
$505K Sell
2,634
-1,133
-30% -$211K 0.01% 542
2021
Q1
$624K Buy
3,767
+335
+10% +$54.8K 0.01% 445
2020
Q4
$545K Buy
3,432
+174
+5% +$25.9K 0.01% 458
2020
Q3
$455K Buy
3,258
+49
+2% +$6.76K 0.01% 401
2020
Q2
$431K Sell
3,209
-223
-6% -$30.6K 0.01% 372
2020
Q1
$442K Sell
3,432
-292
-8% -$43.8K 0.02% 341
2019
Q4
$627K Buy
3,724
+81
+2% +$13.2K 0.03% 334
2019
Q3
$603K Buy
3,643
+392
+12% +$65.6K 0.03% 295
2019
Q2
$560K Buy
3,251
+5
+0.2% +$840 0.03% 283
2019
Q1
$535K Buy
3,246
+1,070
+49% +$163K 0.03% 279
2018
Q4
$308K Buy
2,176
+27
+1% +$3.8K 0.03% 300
2018
Q3
$309K Buy
2,149
+1
+0% +$144 0.03% 329
2018
Q2
$309K Buy
2,148
+598
+39% +$85.6K 0.04% 301
2018
Q1
$209K Sell
1,550
-410
-21% -$57K 0.03% 356
2017
Q4
$286K Buy
+1,960
New +$270K 0.04% 236

Other funds holding DEO

Lido Advisors's DEO Position: Q2 2026 in Review

Lido Advisors increased its Diageo (DEO) stake by 7.8% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,225 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Lido Advisors first reported a position in DEO in Q4 2017 and has held it in 32 quarters since. The position peaked at $951K in Q2 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Lido Advisors held 3,225 shares of Diageo worth $259K as of Q2 2026.
  • Lido Advisors bought 233 Diageo shares in Q2 2026, an estimated $18.8K.
  • Diageo made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1822 holding.
  • Lido Advisors first reported a position in Diageo in Q4 2017 and has held it in 32 quarters since.
  • Lido Advisors's Diageo position peaked at $951K in Q2 2023.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.