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Sachetta’s Diageo DEO Stock Holding History

Sachetta’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 		– Sell
-25
Closed -$1.86K – 1074
2026
Q1 		$1.86K Hold
25
– – ﹤0.01% 916
2025
Q4 		$2.16K Hold
25
– – ﹤0.01% 756
2025
Q3 		$2.39K Hold
25
– – ﹤0.01% 778
2025
Q2 		$2.52K Sell
25
-51
-67% -$5.53K ﹤0.01% 753
2025
Q1 		$8.09K Hold
76
– – ﹤0.01% 469
2024
Q4 		$9.66K Sell
76
-58
-43% -$7.38K ﹤0.01% 445
2024
Q3 		$19.1K Buy
134
+5
+4% +$650 0.01% 377
2024
Q2 		$16.2K Sell
129
-6
-4% -$827 0.01% 363
2024
Q1 		$19.7K Hold
135
– – 0.01% 311
2023
Q4 		$19.7K Buy
+135
New +$19.9K 0.01% 311

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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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
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
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Sachetta's DEO Position: Q2 2026 in Review

Sachetta sold out of Diageo (DEO) in Q2 2026, closing a stake of 25 shares — an estimated $1.86K sold.

Sachetta first reported a position in DEO in Q4 2023 and held it in 10 quarters. The position peaked at $19.7K in Q1 2024. 120 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Sachetta reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 25 Diageo shares in Q2 2026, an estimated $1.86K.
  • Sachetta first reported a position in Diageo in Q4 2023 and held it in 10 quarters.
  • Sachetta's Diageo position peaked at $19.7K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.