PCM
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Poehling Capital Management’s Diageo DEO Stock Holding History

Poehling Capital Management’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 		$7.46M Sell
92,840
-4,235
-4% -$342K 1.6% 15
2026
Q1 		$7.23M Buy
97,075
+2,577
+3% +$225K 1.52% 15
2025
Q4 		$8.15M Buy
94,498
+39,309
+71% +$3.62M 1.67% 17
2025
Q3 		$5.27M Sell
55,189
-839
-1% -$88K 1.11% 27
2025
Q2 		$5.65M Buy
56,028
+798
+1% +$86.6K 1.32% 24
2025
Q1 		$5.79M Buy
55,230
+1,204
+2% +$136K 1.46% 19
2024
Q4 		$6.87M Buy
54,026
+3,622
+7% +$461K 1.69% 18
2024
Q3 		$7.07M Buy
50,404
+17,408
+53% +$2.26M 1.81% 15
2024
Q2 		$4.16M Buy
32,996
+1,246
+4% +$172K 1.14% 25
2024
Q1 		$4.72M Buy
31,750
+13,061
+70% +$1.91M 1.27% 25
2023
Q4 		$2.72M Buy
+18,689
New +$2.76M 0.86% 38
2018
Q2 		– Sell
-400
Closed -$54K – 303
2018
Q1 		$54K Hold
400
– – 0.04% 137
2017
Q4 		$58K Buy
+400
New +$55.1K 0.05% 134

Other funds holding DEO

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Poehling Capital Management's DEO Position: Q2 2026 in Review

Poehling Capital Management reduced its Diageo (DEO) stake by 4.4% in Q2 2026, selling an estimated $342K and leaving 92,840 shares worth $7.46M. The position accounts for 1.6% of the portfolio, ranked #15.

Poehling Capital Management first reported a position in DEO in Q4 2017 and has held it in 13 quarters since. The position peaked at $8.15M in Q4 2025. 143 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Poehling Capital Management held 92,840 shares of Diageo worth $7.46M as of Q2 2026.
  • Poehling Capital Management sold 4,235 Diageo shares in Q2 2026, an estimated $342K.
  • Diageo made up 1.6% of Poehling Capital Management's portfolio in Q2 2026, its #15 holding.
  • Poehling Capital Management first reported a position in Diageo in Q4 2017 and has held it in 13 quarters since.
  • Poehling Capital Management's Diageo position peaked at $8.15M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.