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Ritter Daniher Financial Advisory’s Diageo DEO Stock Holding History

Ritter Daniher Financial Advisory’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 		$38.2K Sell
475
-304
-39% -$24.5K 0.01% 299
2026
Q1 		$58K Sell
779
-1,606
-67% -$140K 0.01% 260
2025
Q4 		$206K Sell
2,385
-275
-10% -$25.3K 0.03% 161
2025
Q3 		$254K Buy
+2,660
New +$279K 0.04% 141

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

Ritter Daniher Financial Advisory's DEO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Diageo (DEO) stake by 39% in Q2 2026, selling an estimated $24.5K and leaving 475 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #299.

Ritter Daniher Financial Advisory first reported a position in DEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q3 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Ritter Daniher Financial Advisory held 475 shares of Diageo worth $38.2K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 304 Diageo shares in Q2 2026, an estimated $24.5K.
  • Diageo made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #299 holding.
  • Ritter Daniher Financial Advisory first reported a position in Diageo in Q3 2025 and has held it in 4 quarters since.
  • Ritter Daniher Financial Advisory's Diageo position peaked at $254K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.