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Salem Investment Counselors’s Diageo DEO Stock Holding History

Salem Investment Counselors’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 		$30K Sell
373
-3
-0.8% -$242 ﹤0.01% 707
2026
Q1 		$28K Buy
+376
New +$32.8K ﹤0.01% 699
2025
Q4 		– Sell
-373
Closed -$35.6K – 574
2025
Q3 		$35.6K Hold
373
– – ﹤0.01% 659
2025
Q2 		$37.6K Sell
373
-75
-17% -$8.14K ﹤0.01% 632
2025
Q1 		$47.7K Hold
448
– – ﹤0.01% 580
2024
Q4 		$57K Sell
448
-63
-12% -$8.02K ﹤0.01% 555
2024
Q3 		$73K Buy
511
+9
+2% +$1.17K ﹤0.01% 504
2024
Q2 		$63.3K Sell
502
-672
-57% -$92.6K ﹤0.01% 516
2024
Q1 		$177K Buy
1,174
+226
+24% +$33.1K 0.01% 377
2023
Q4 		$138K Hold
948
– – ﹤0.01% 393
2023
Q3 		$144K Hold
948
– – 0.01% 376
2023
Q2 		$164K Hold
948
– – 0.01% 355
2023
Q1 		$173K Sell
948
-68
-7% -$12K 0.01% 359
2022
Q4 		$181K Sell
1,016
-100
-9% -$17.5K 0.01% 346
2022
Q3 		$192K Buy
1,116
+31
+3% +$5.55K 0.01% 308
2022
Q2 		$189K Hold
1,085
– – 0.01% 332
2022
Q1 		$220K Hold
1,085
– – 0.01% 332
2021
Q4 		$239K Hold
1,085
– – 0.01% 348
2021
Q3 		$209K Buy
1,085
+100
+10% +$19.4K 0.01% 337
2021
Q2 		$189K Sell
985
-150
-13% -$27.9K 0.01% 333
2021
Q1 		$186K Buy
1,135
+150
+15% +$24.5K 0.01% 291
2020
Q4 		$156K Buy
985
+26
+3% +$3.88K 0.01% 301
2020
Q3 		$132K Buy
959
+117
+14% +$16.1K 0.01% 273
2020
Q2 		$113K Hold
842
– – 0.01% 288
2020
Q1 		$107K Hold
842
– – 0.01% 272
2019
Q4 		$142K Sell
842
-75
-8% -$12.2K 0.01% 268
2019
Q3 		$150K Hold
917
– – 0.01% 263
2019
Q2 		$158K Buy
+917
New +$154K 0.01% 262
2018
Q3 		– Sell
-917
Closed -$132K – 463
2018
Q2 		$132K Buy
917
+342
+59% +$49K 0.01% 219
2018
Q1 		$77K Hold
575
– – 0.01% 247
2017
Q4 		$84K Hold
575
– – 0.01% 258
2017
Q3 		$75K Hold
575
– – 0.01% 263
2017
Q2 		$69K Hold
575
– – 0.01% 278
2017
Q1 		$66K Hold
575
– – 0.01% 353
2016
Q4 		$60K Sell
575
-100
-15% -$10.5K 0.01% 336
2016
Q3 		$783 Buy
+675
New +$77.2K 0.01% 281

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Salem Investment Counselors's DEO Position: Q2 2026 in Review

Salem Investment Counselors reduced its Diageo (DEO) stake by 0.8% in Q2 2026, selling an estimated $242 and leaving 373 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Salem Investment Counselors first reported a position in DEO in Q3 2016 and has held it in 36 quarters since. The position peaked at $239K in Q4 2021. 250 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Salem Investment Counselors held 373 shares of Diageo worth $30K as of Q2 2026.
  • Salem Investment Counselors sold 3 Diageo shares in Q2 2026, an estimated $242.
  • Diageo made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #707 holding.
  • Salem Investment Counselors first reported a position in Diageo in Q3 2016 and has held it in 36 quarters since.
  • Salem Investment Counselors's Diageo position peaked at $239K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.