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Loring Wolcott & Coolidge Fiduciary Advisors’s Diageo DEO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$12.1K Buy
+150
New +$12.1K ﹤0.01% 515
2025
Q4 		– Sell
-117
Closed -$11.3K – 540
2025
Q3 		$11.3K Sell
117
-382
-77% -$40.1K ﹤0.01% 501
2025
Q2 		$50.3K Hold
499
– – ﹤0.01% 387
2025
Q1 		$55.4K Sell
499
-709
-59% -$80.1K ﹤0.01% 377
2024
Q4 		$152K Sell
1,208
-705
-37% -$89.7K ﹤0.01% 310
2024
Q3 		$257K Sell
1,913
-3,401
-64% -$442K ﹤0.01% 256
2024
Q2 		$688K Sell
5,314
-40
-0.7% -$5.51K 0.01% 182
2024
Q1 		$761K Sell
5,354
-1,640
-23% -$240K 0.01% 165
2023
Q4 		$1.01M Buy
6,994
+350
+5% +$51.7K 0.01% 152
2023
Q3 		$1.05M Sell
6,644
-1,250
-16% -$209K 0.01% 148
2023
Q2 		$1.37M Sell
7,894
-300
-4% -$53.6K 0.01% 139
2023
Q1 		$1.48M Sell
8,194
-133
-2% -$23.5K 0.02% 129
2022
Q4 		$1.48M Buy
8,327
+40
+0.5% +$7.02K 0.02% 127
2022
Q3 		$1.41M Sell
8,287
-4
-0% -$717 0.02% 130
2022
Q2 		$1.44M Sell
8,291
-370
-4% -$70.4K 0.02% 133
2022
Q1 		$1.76M Hold
8,661
– – 0.02% 128
2021
Q4 		$1.91M Hold
8,661
– – 0.02% 130
2021
Q3 		$1.67M Sell
8,661
-159
-2% -$30.8K 0.02% 132
2021
Q2 		$1.69M Sell
8,820
-192
-2% -$35.7K 0.02% 138
2021
Q1 		$1.48M Sell
9,012
-254
-3% -$41.6K 0.02% 140
2020
Q4 		$1.47M Sell
9,266
-1,285
-12% -$192K 0.02% 132
2020
Q3 		$1.45M Sell
10,551
-2,535
-19% -$350K 0.02% 124
2020
Q2 		$1.76M Sell
13,086
-650
-5% -$89.2K 0.02% 116
2020
Q1 		$1.75M Sell
13,736
-953
-6% -$143K 0.03% 109
2019
Q4 		$2.47M Sell
14,689
-1,460
-9% -$237K 0.03% 105
2019
Q3 		$2.64M Sell
16,149
-219
-1% -$36.6K 0.04% 104
2019
Q2 		$2.82M Sell
16,368
-1,355
-8% -$228K 0.04% 103
2019
Q1 		$2.9M Sell
17,723
-26,099
-60% -$3.98M 0.04% 107
2018
Q4 		$6.21M Sell
43,822
-550
-1% -$77.4K 0.11% 84
2018
Q3 		$6.29M Sell
44,372
-930
-2% -$134K 0.1% 87
2018
Q2 		$6.52M Sell
45,302
-6,036
-12% -$864K 0.11% 84
2018
Q1 		$6.95M Sell
51,338
-13,313
-21% -$1.85M 0.13% 87
2017
Q4 		$9.44M Hold
64,651
– – 0.17% 78
2017
Q3 		$8.54M Hold
64,651
– – 0.17% 77
2017
Q2 		$8.44M Sell
64,651
-7,235
-10% -$862K 0.17% 73
2017
Q1 		$8.31M Sell
71,886
-5,798
-7% -$651K 0.17% 74
2016
Q4 		$8.07M Sell
77,684
-1,809
-2% -$190K 0.18% 75
2016
Q3 		$9.22M Sell
79,493
-4,203
-5% -$480K 0.21% 68
2016
Q2 		$9.45M Buy
83,696
+348
+0.4% +$37.6K 0.22% 67
2016
Q1 		$8.99M Sell
83,348
-5,975
-7% -$632K 0.21% 70
2015
Q4 		$9.74M Buy
89,323
+15,730
+21% +$1.77M 0.24% 70
2015
Q3 		$8.54M Hold
73,593
– – 0.22% 69
2015
Q2 		$8.54M Sell
73,593
-1,153
-2% -$131K 0.22% 69
2015
Q1 		$8.26M Buy
74,746
+1,205
+2% +$139K 0.21% 74
2014
Q4 		$8.39M Buy
73,541
+2,839
+4% +$330K 0.21% 74
2014
Q3 		$8.16M Buy
70,702
+421
+0.6% +$51K 0.22% 72
2014
Q2 		$8.95M Buy
70,281
+1,610
+2% +$203K 0.24% 67
2014
Q1 		$8.56M Buy
68,671
+1,813
+3% +$226K 0.23% 69
2013
Q4 		$8.85M Buy
66,858
+1,766
+3% +$226K 0.24% 68
2013
Q3 		$8.27M Sell
65,092
-1,117
-2% -$140K 0.25% 70
2013
Q2 		$7.61M Buy
+66,209
New +$8.01M 0.24% 77

Other funds holding DEO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DEO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Diageo (DEO) in Q2 2026: 150 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in DEO as recently as Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DEO in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.74M in Q4 2015. 395 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 150 shares of Diageo worth $12.1K as of Q2 2026.
  • Diageo was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Diageo made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #515 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Diageo in Q2 2013 and has held it in 51 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Diageo position peaked at $9.74M in Q4 2015.
  • 395 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.