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Plante Moran Financial Advisors’s Diageo DEO Stock Holding History

Plante Moran Financial Advisors’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 		$5.71K Buy
71
+25
+54% +$2.02K ﹤0.01% 624
2026
Q1 		$3.42K Buy
46
+5
+12% +$436 ﹤0.01% 599
2025
Q4 		$3.54K Hold
41
– – ﹤0.01% 681
2025
Q3 		$3.91K Hold
41
– – ﹤0.01% 630
2025
Q2 		$4.13K Hold
41
– – ﹤0.01% 639
2025
Q1 		$4.3K Hold
41
– – ﹤0.01% 652
2024
Q4 		$5.21K Hold
41
– – ﹤0.01% 684
2024
Q3 		$5.75K Hold
41
– – ﹤0.01% 670
2024
Q2 		$5.17K Sell
41
-25
-38% -$3.44K ﹤0.01% 650
2024
Q1 		$9.82K Sell
66
-275
-81% -$40.2K ﹤0.01% 605
2023
Q4 		$49.7K Hold
341
– – 0.01% 321
2023
Q3 		$50.9K Buy
341
+36
+12% +$6.03K 0.01% 289
2023
Q2 		$52.9K Hold
305
– – 0.01% 294
2023
Q1 		$55.3K Sell
305
-19
-6% -$3.35K 0.01% 279
2022
Q4 		$57.7K Buy
324
+19
+6% +$3.33K 0.01% 289
2022
Q3 		$52K Sell
305
-28
-8% -$5.02K 0.01% 298
2022
Q2 		$58K Buy
333
+28
+9% +$5.33K 0.01% 290
2022
Q1 		$62K Sell
305
-29
-9% -$5.81K 0.01% 299
2021
Q4 		$74K Buy
334
+29
+10% +$5.95K 0.01% 293
2021
Q3 		$59K Hold
305
– – 0.01% 355
2021
Q2 		$58K Hold
305
– – 0.01% 336
2021
Q1 		$50K Sell
305
-345
-53% -$56.4K 0.01% 364
2020
Q4 		$103K Sell
650
-30
-4% -$4.47K 0.03% 247
2020
Q3 		$94K Buy
680
+30
+5% +$4.14K 0.03% 244
2020
Q2 		$87K Hold
650
– – 0.03% 227
2020
Q1 		$83K Sell
650
-200
-24% -$30K 0.04% 208
2019
Q4 		$143K Sell
850
-59
-6% -$9.59K 0.05% 200
2019
Q3 		$149K Sell
909
-10
-1% -$1.67K 0.04% 197
2019
Q2 		$158K Sell
919
-32
-3% -$5.38K 0.05% 183
2019
Q1 		$156K Buy
951
+12
+1% +$1.83K 0.05% 178
2018
Q4 		$133K Buy
939
+550
+141% +$77.4K 0.05% 171
2018
Q3 		$55K Sell
389
-1,972
-84% -$283K 0.02% 278
2018
Q2 		$340K Buy
2,361
+1,698
+256% +$243K 0.17% 99
2018
Q1 		$90K Buy
663
+71
+12% +$9.87K 0.05% 251
2017
Q4 		$86K Buy
592
+258
+77% +$35.6K 0.05% 245
2017
Q3 		$44K Sell
334
-11
-3% -$1.42K 0.03% 329
2017
Q2 		$41K Sell
345
-57
-14% -$6.79K 0.03% 357
2017
Q1 		$46K Sell
402
-132
-25% -$14.8K 0.03% 333
2016
Q4 		$56K Buy
534
+327
+158% +$34.4K 0.03% 308
2016
Q3 		$24K Buy
207
+14
+7% +$1.6K 0.02% 454
2016
Q2 		$22K Buy
193
+43
+29% +$4.65K 0.02% 410
2016
Q1 		$16K Sell
150
-21
-12% -$2.22K 0.01% 408
2015
Q4 		$19K Buy
171
+21
+14% +$2.37K 0.01% 456
2015
Q3 		$16K Hold
150
– – 0.01% 412
2015
Q2 		$17K Hold
150
– – 0.01% 441
2015
Q1 		$17K Hold
150
– – 0.01% 430
2014
Q4 		$17K Buy
+150
New +$17.4K 0.01% 428
2014
Q3 		– Sell
-81
Closed -$10K – 797
2014
Q2 		$10K Buy
81
+72
+800% +$9.07K 0.01% 530
2014
Q1 		$1K Sell
9
-970
-99% -$121K ﹤0.01% 578
2013
Q4 		$130K Buy
979
+765
+357% +$97.7K 0.07% 122
2013
Q3 		$27K Buy
+214
New +$26.8K 0.02% 251

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's DEO Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Diageo (DEO) stake by 54% in Q2 2026, buying an estimated $2.02K and bringing the position to 71 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Plante Moran Financial Advisors first reported a position in DEO in Q3 2013 and has held it in 51 quarters since. The position peaked at $340K in Q2 2018. 420 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Plante Moran Financial Advisors held 71 shares of Diageo worth $5.71K as of Q2 2026.
  • Plante Moran Financial Advisors bought 25 Diageo shares in Q2 2026, an estimated $2.02K.
  • Diageo made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #624 holding.
  • Plante Moran Financial Advisors first reported a position in Diageo in Q3 2013 and has held it in 51 quarters since.
  • Plante Moran Financial Advisors's Diageo position peaked at $340K in Q2 2018.
  • 420 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.