Mercer Global Advisors
DEO icon

Mercer Global Advisors’s Diageo DEO Stock Holding History

Mercer Global 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 		$646K Buy
8,036
+1,143
+17% +$92.3K ﹤0.01% 2075
2026
Q1 		$513K Sell
6,893
-2,116
-23% -$185K ﹤0.01% 1964
2025
Q4 		$777K Sell
9,009
-979
-10% -$90.2K ﹤0.01% 1590
2025
Q3 		$953K Sell
9,988
-201
-2% -$21.1K ﹤0.01% 1409
2025
Q2 		$1.03M Buy
10,189
+1,164
+13% +$126K ﹤0.01% 1199
2025
Q1 		$946K Sell
9,025
-2,897
-24% -$327K ﹤0.01% 1173
2024
Q4 		$1.52M Sell
11,922
-5,547
-32% -$706K ﹤0.01% 918
2024
Q3 		$2.44M Buy
17,469
+1,247
+8% +$162K 0.01% 716
2024
Q2 		$2.05M Buy
16,222
+2,882
+22% +$397K 0.01% 716
2024
Q1 		$1.98M Sell
13,340
-2,018
-13% -$295K 0.01% 727
2023
Q4 		$2.24M Sell
15,358
-599
-4% -$88.4K 0.01% 710
2023
Q3 		$2.38M Sell
15,957
-1,753
-10% -$294K 0.01% 647
2023
Q2 		$3.07M Buy
17,710
+4,475
+34% +$799K 0.01% 590
2023
Q1 		$2.4M Sell
13,235
-12,144
-48% -$2.14M 0.01% 634
2022
Q4 		$4.52M Sell
25,379
-698
-3% -$122K 0.02% 456
2022
Q3 		$4.43M Buy
26,077
+950
+4% +$170K 0.03% 411
2022
Q2 		$4.38M Buy
25,127
+3,469
+16% +$660K 0.03% 405
2022
Q1 		$4.4M Buy
21,658
+12,698
+142% +$2.54M 0.03% 421
2021
Q4 		$1.97M Buy
8,960
+1,149
+15% +$236K 0.01% 625
2021
Q3 		$1.51M Buy
7,811
+3,114
+66% +$603K 0.01% 718
2021
Q2 		$900K Sell
4,697
-1,956
-29% -$364K 0.01% 886
2021
Q1 		$1.09M Buy
6,653
+3,143
+90% +$514K 0.01% 753
2020
Q4 		$557K Buy
3,510
+448
+15% +$66.8K 0.01% 824
2020
Q3 		$422K Sell
3,062
-308
-9% -$42.5K 0.01% 839
2020
Q2 		$453K Sell
3,370
-1,002
-23% -$137K 0.01% 714
2020
Q1 		$556K Sell
4,372
-2,572
-37% -$386K 0.01% 637
2019
Q4 		$1.17M Sell
6,944
-1,350
-16% -$219K 0.02% 482
2019
Q3 		$1.36M Sell
8,294
-1,284
-13% -$215K 0.03% 399
2019
Q2 		$1.65M Buy
9,578
+492
+5% +$82.7K 0.04% 329
2019
Q1 		$1.49M Buy
+9,086
New +$1.39M 0.05% 305

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

Mercer Global Advisors's DEO Position: Q2 2026 in Review

Mercer Global Advisors increased its Diageo (DEO) stake by 17% in Q2 2026, buying an estimated $92.3K and bringing the position to 8,036 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Mercer Global Advisors first reported a position in DEO in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.52M in Q4 2022. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Mercer Global Advisors held 8,036 shares of Diageo worth $646K as of Q2 2026.
  • Mercer Global Advisors bought 1,143 Diageo shares in Q2 2026, an estimated $92.3K.
  • Diageo made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2075 holding.
  • Mercer Global Advisors first reported a position in Diageo in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Diageo position peaked at $4.52M in Q4 2022.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.