Sage Investment Counsel’s Diageo DEO Stock Holding History

Sage Investment Counsel’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	$322K	Buy	4,000 +300	+8%	+$24.2K	0.32%	79
2026 Q1	$275K	Hold	3,700	–	–	0.31%	90
2025 Q4	$319K	Buy	3,700 +200	+6%	+$18.4K	0.35%	80
2025 Q3	$334K	Hold	3,500	–	–	0.37%	73
2025 Q2	$353K	Buy	3,500 +1,300	+59%	+$141K	0.41%	69
2025 Q1	$231K	Buy	+2,200	New	+$249K	0.29%	93

Other funds holding DEO

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Sage Investment Counsel's DEO Position: Q2 2026 in Review

Sage Investment Counsel increased its Diageo (DEO) stake by 8.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,000 shares worth $322K. The position accounts for 0.32% of the portfolio, ranked #79.

Sage Investment Counsel first reported a position in DEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2025. 321 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Sage Investment Counsel held 4,000 shares of Diageo worth $322K as of Q2 2026.
Sage Investment Counsel bought 300 Diageo shares in Q2 2026, an estimated $24.2K.
Diageo made up 0.32% of Sage Investment Counsel's portfolio in Q2 2026, its #79 holding.
Sage Investment Counsel first reported a position in Diageo in Q1 2025 and has held it in 6 quarters since.
Sage Investment Counsel's Diageo position peaked at $353K in Q2 2025.
321 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.