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Savant Capital’s Diageo DEO Stock Holding History

Savant Capital’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 		$309K Buy
+3,770
New +$304K ﹤0.01% 1488
2025
Q4 		– Sell
-2,557
Closed -$244K – 1378
2025
Q3 		$244K Sell
2,557
-372
-13% -$39K ﹤0.01% 1137
2025
Q2 		$295K Buy
+2,929
New +$318K ﹤0.01% 962
2025
Q1 		– Sell
-1,864
Closed -$237K – 1175
2024
Q4 		$237K Buy
1,864
+88
+5% +$11.2K ﹤0.01% 1231
2024
Q3 		$249K Buy
+1,776
New +$231K ﹤0.01% 1175
2024
Q1 		– Sell
-1,470
Closed -$214K – 1113
2023
Q4 		$214K Buy
+1,470
New +$217K ﹤0.01% 800
2023
Q2 		– Sell
-1,253
Closed -$227K – 794
2023
Q1 		$227K Buy
+1,253
New +$221K ﹤0.01% 656

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

Savant Capital's DEO Position: Q2 2026 in Review

Savant Capital opened a new position in Diageo (DEO) in Q2 2026: 3,770 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: Savant Capital previously reported a position in DEO as recently as Q3 2025.

Savant Capital first reported a position in DEO in Q1 2023 and has held it in 7 quarters since. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Savant Capital held 3,770 shares of Diageo worth $309K as of Q2 2026.
  • Diageo was a new Savant Capital position in Q2 2026.
  • Diageo made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1488 holding.
  • Savant Capital first reported a position in Diageo in Q1 2023 and has held it in 7 quarters since.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.