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Pinney & Scofield’s Diageo DEO Stock Holding History

Pinney & Scofield’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 		$1.29K Hold
16
– – ﹤0.01% 217
2026
Q1 		$1.19K Hold
16
– – ﹤0.01% 229
2025
Q4 		$1.38K Hold
16
– – ﹤0.01% 198
2025
Q3 		$1.53K Hold
16
– – ﹤0.01% 203
2025
Q2 		$1.61K Hold
16
– – ﹤0.01% 207
2025
Q1 		$1.68K Hold
16
– – ﹤0.01% 201
2024
Q4 		$2.03K Buy
+16
New +$2.04K ﹤0.01% 207

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

Pinney & Scofield's DEO Position: Q2 2026 in Review

Pinney & Scofield held its Diageo (DEO) position steady in Q2 2026 at 16 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Pinney & Scofield first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03K in Q4 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Pinney & Scofield held 16 shares of Diageo worth $1.29K as of Q2 2026.
  • Pinney & Scofield left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #217 holding.
  • Pinney & Scofield first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Diageo position peaked at $2.03K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.