Scarborough Advisors’s Diageo DEO Stock Holding History

Scarborough Advisors’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	-173	Closed	-$12.9K	–	275
2026 Q1	$12.9K	Sell	173 -6	-3%	-$523	﹤0.01%	403
2025 Q4	$15.5K	Sell	179 -24	-12%	-$2.21K	﹤0.01%	230
2025 Q3	$19.4K	Hold	203	–	–	﹤0.01%	207
2025 Q2	$20.5K	Buy	+203	New	+$22K	﹤0.01%	199
2024 Q3	–	Sell	-173	Closed	-$21.8K	–	208
2024 Q2	$21.8K	Hold	173	–	–	0.01%	153
2024 Q1	$25.7K	Hold	173	–	–	0.01%	143
2023 Q4	$25.2K	Buy	+173	New	+$25.5K	0.01%	250

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Scarborough Advisors's DEO Position: Q2 2026 in Review

Scarborough Advisors sold out of Diageo (DEO) in Q2 2026, closing a stake of 173 shares — an estimated $12.9K sold.

Scarborough Advisors first reported a position in DEO in Q4 2023 and held it in 7 quarters. The position peaked at $25.7K in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Scarborough Advisors reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 173 Diageo shares in Q2 2026, an estimated $12.9K.
Scarborough Advisors first reported a position in Diageo in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Diageo position peaked at $25.7K in Q1 2024.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.