PCS
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Personal CFO Solutions’s Diageo DEO Stock Holding History

Personal CFO Solutions’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 		$445K Buy
5,539
+79
+1% +$6.38K 0.06% 282
2026
Q1 		$407K Buy
5,460
+507
+10% +$44.2K 0.06% 294
2025
Q4 		$427K Buy
4,953
+35
+0.7% +$3.22K 0.07% 266
2025
Q3 		$469K Buy
4,918
+938
+24% +$98.4K 0.08% 243
2025
Q2 		$401K Sell
3,980
-254
-6% -$27.6K 0.07% 261
2025
Q1 		$444K Sell
4,234
-42
-1% -$4.75K 0.09% 232
2024
Q4 		$544K Buy
4,276
+2,833
+196% +$360K 0.11% 190
2024
Q3 		$203K Buy
+1,443
New +$188K 0.03% 535
2024
Q2 		– Sell
-1,402
Closed -$209K – 548
2024
Q1 		$209K Buy
+1,402
New +$205K 0.03% 512
2023
Q1 		– Sell
-1,917
Closed -$342K – 480
2022
Q4 		$342K Sell
1,917
-165
-8% -$28.9K 0.07% 266
2022
Q3 		$353K Sell
2,082
-240
-10% -$43K 0.09% 220
2022
Q2 		$404K Buy
2,322
+13
+0.6% +$2.47K 0.09% 196
2022
Q1 		$469K Buy
2,309
+253
+12% +$50.7K 0.09% 212
2021
Q4 		$453K Buy
2,056
+68
+3% +$13.9K 0.08% 216
2021
Q3 		$384K Buy
+1,988
New +$385K 0.08% 226
2020
Q1 		– Sell
-1,488
Closed -$251K – 299
2019
Q4 		$251K Buy
1,488
+3
+0.2% +$488 0.07% 260
2019
Q3 		$243K Buy
+1,485
New +$248K 0.1% 238

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

Personal CFO Solutions's DEO Position: Q2 2026 in Review

Personal CFO Solutions increased its Diageo (DEO) stake by 1.4% in Q2 2026, buying an estimated $6.38K and bringing the position to 5,539 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #282.

Personal CFO Solutions first reported a position in DEO in Q3 2019 and has held it in 17 quarters since. The position peaked at $544K in Q4 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Personal CFO Solutions held 5,539 shares of Diageo worth $445K as of Q2 2026.
  • Personal CFO Solutions bought 79 Diageo shares in Q2 2026, an estimated $6.38K.
  • Diageo made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #282 holding.
  • Personal CFO Solutions first reported a position in Diageo in Q3 2019 and has held it in 17 quarters since.
  • Personal CFO Solutions's Diageo position peaked at $544K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.