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Millstone Evans Group’s Diageo DEO Stock Holding History

Millstone Evans Group’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 		$4.02K Hold
50
– – ﹤0.01% 708
2026
Q1 		$3.72K Sell
50
-100
-67% -$8.72K ﹤0.01% 692
2025
Q4 		$12.9K Hold
150
– – 0.01% 523
2025
Q3 		$14.3K Sell
150
-185
-55% -$19.4K 0.01% 492
2025
Q2 		$33.8K Hold
335
– – 0.02% 374
2025
Q1 		$35.1K Sell
335
-100
-23% -$11.3K 0.02% 359
2024
Q4 		$55.3K Buy
+435
New +$55.3K 0.04% 272

Other funds holding DEO

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
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
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Millstone Evans Group's DEO Position: Q2 2026 in Review

Millstone Evans Group held its Diageo (DEO) position steady in Q2 2026 at 50 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Millstone Evans Group first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.3K in Q4 2024. 604 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Millstone Evans Group held 50 shares of Diageo worth $4.02K as of Q2 2026.
  • Millstone Evans Group left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #708 holding.
  • Millstone Evans Group first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Diageo position peaked at $55.3K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.