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Lloyd Advisory Services’s Diageo DEO Stock Holding History

Lloyd 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 		– Sell
-13
Closed -$968 – 714
2026
Q1 		$968 Sell
13
-784
-98% -$68.4K ﹤0.01% 741
2025
Q4 		$68.8K Buy
+797
New +$73.4K 0.03% 212

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

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

Lloyd Advisory Services sold out of Diageo (DEO) in Q2 2026, closing a stake of 13 shares — an estimated $968 sold.

Lloyd Advisory Services first reported a position in DEO in Q4 2025 and held it in 2 quarters. The position peaked at $68.8K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 13 Diageo shares in Q2 2026, an estimated $968.
  • Lloyd Advisory Services first reported a position in Diageo in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's Diageo position peaked at $68.8K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.