N.E.W. Advisory Services’s Diageo DEO Stock Holding History

N.E.W. 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	$1.45K	Hold	18	–	–	﹤0.01%	882
2026 Q1	$1.34K	Sell	18 -18	-50%	-$1.57K	﹤0.01%	851
2025 Q4	$3.11K	Buy	36 +18	+100%	+$1.66K	﹤0.01%	754
2025 Q3	$1.72K	Hold	18	–	–	﹤0.01%	752
2025 Q2	$1.81K	Hold	18	–	–	﹤0.01%	747
2025 Q1	$1.89K	Buy	+18	New	+$2.03K	﹤0.01%	797

Other funds holding DEO

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

N.E.W. Advisory Services's DEO Position: Q2 2026 in Review

N.E.W. Advisory Services held its Diageo (DEO) position steady in Q2 2026 at 18 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

N.E.W. Advisory Services first reported a position in DEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11K in Q4 2025. 486 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

N.E.W. Advisory Services held 18 shares of Diageo worth $1.45K as of Q2 2026.
N.E.W. Advisory Services left its Diageo share count unchanged in Q2 2026.
Diageo made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #882 holding.
N.E.W. Advisory Services first reported a position in Diageo in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Diageo position peaked at $3.11K in Q4 2025.
486 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.