NewEdge Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Sell
17,327
-6,859
-28% -$554K ﹤0.01% 1441
2026
Q1
$1.8M Buy
24,186
+2,850
+13% +$249K 0.01% 1165
2025
Q4
$1.84M Buy
21,336
+1,975
+10% +$182K 0.01% 1117
2025
Q3
$1.85M Sell
19,361
-1,491
-7% -$156K 0.01% 1057
2025
Q2
$2.1M Buy
20,852
+1,222
+6% +$133K 0.01% 913
2025
Q1
$2.06M Buy
19,630
+634
+3% +$71.7K 0.01% 856
2024
Q4
$2.41M Buy
18,996
+709
+4% +$90.2K 0.01% 758
2024
Q3
$2.57M Buy
18,287
+3,060
+20% +$398K 0.02% 697
2024
Q2
$1.92M Buy
15,227
+2,231
+17% +$307K 0.01% 766
2024
Q1
$1.93M Buy
12,996
+731
+6% +$107K 0.02% 708
2023
Q4
$1.76M Buy
12,265
+1,212
+11% +$179K 0.02% 715
2023
Q3
$1.65M Buy
11,053
+990
+10% +$166K 0.02% 662
2023
Q2
$1.75M Sell
10,063
-1,846
-16% -$330K 0.02% 637
2023
Q1
$2.18M Sell
11,909
-274
-2% -$48.4K 0.03% 508
2022
Q4
$1.29M Buy
12,183
+847
+7% +$149K 0.03% 444
2022
Q3
$1.93M Buy
11,336
+2,201
+24% +$394K 0.03% 438
2022
Q2
$1.59M Sell
9,135
-938
-9% -$178K 0.03% 501
2022
Q1
$2.05M Sell
10,073
-244
-2% -$48.9K 0.03% 413
2021
Q4
$2.27M Buy
10,317
+6,821
+195% +$1.4M 0.03% 409
2021
Q3
$674K Sell
3,496
-285
-8% -$55.2K 0.02% 670
2021
Q2
$725K Sell
3,781
-1,356
-26% -$252K 0.02% 617
2021
Q1
$844K Sell
5,137
-447
-8% -$73.1K 0.03% 505
2020
Q4
$887K Sell
5,584
-1,837
-25% -$274K 0.03% 443
2020
Q3
$1.02M Buy
7,421
+2,128
+40% +$293K 0.04% 377
2020
Q2
$712K Buy
5,293
+615
+13% +$84.4K 0.03% 450
2020
Q1
$595K Buy
4,678
+191
+4% +$28.7K 0.03% 419
2019
Q4
$755K Sell
4,487
-846
-16% -$137K 0.03% 416
2019
Q3
$870K Buy
5,333
+1,921
+56% +$321K 0.04% 364
2019
Q2
$588K Sell
3,412
-438
-11% -$73.6K 0.04% 367
2019
Q1
$630K Sell
3,850
-394
-9% -$60.1K 0.04% 349
2018
Q4
$602 Buy
4,244
+2,195
+107% +$309K 0.04% 334
2018
Q3
$290K Buy
+2,049
New +$294K 0.02% 502
2017
Q3
Sell
-500
Closed -$59.7K 532
2017
Q2
$59.7K Buy
+500
New +$59.5K 0.01% 502

Other funds holding DEO

NewEdge Advisors's DEO Position: Q2 2026 in Review

NewEdge Advisors reduced its Diageo (DEO) stake by 28% in Q2 2026, selling an estimated $554K and leaving 17,327 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

NewEdge Advisors first reported a position in DEO in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.57M in Q3 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • NewEdge Advisors held 17,327 shares of Diageo worth $1.39M as of Q2 2026.
  • NewEdge Advisors sold 6,859 Diageo shares in Q2 2026, an estimated $554K.
  • Diageo made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1441 holding.
  • NewEdge Advisors first reported a position in Diageo in Q2 2017 and has held it in 33 quarters since.
  • NewEdge Advisors's Diageo position peaked at $2.57M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.