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Sequoia Financial Advisors’s Diageo DEO Stock Holding History

Sequoia Financial 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 		$443K Buy
5,508
+850
+18% +$68.6K ﹤0.01% 1419
2026
Q1 		$347K Buy
4,658
+588
+14% +$51.3K ﹤0.01% 1477
2025
Q4 		$351K Sell
4,070
-1,414
-26% -$130K ﹤0.01% 1472
2025
Q3 		$523K Buy
5,484
+2,896
+112% +$304K ﹤0.01% 1113
2025
Q2 		$261K Buy
2,588
+195
+8% +$21.2K ﹤0.01% 1337
2025
Q1 		$251K Sell
2,393
-1,342
-36% -$152K ﹤0.01% 1151
2024
Q4 		$475K Buy
3,735
+103
+3% +$13.1K ﹤0.01% 826
2024
Q3 		$510K Buy
3,632
+443
+14% +$57.6K 0.01% 738
2024
Q2 		$402K Sell
3,189
-1,185
-27% -$163K ﹤0.01% 773
2024
Q1 		$651K Buy
4,374
+152
+4% +$22.2K 0.01% 599
2023
Q4 		$615K Buy
4,222
+460
+12% +$67.9K 0.01% 675
2023
Q3 		$563K Sell
3,762
-1,179
-24% -$197K 0.01% 488
2023
Q2 		$857K Buy
4,941
+387
+8% +$69.1K 0.01% 378
2023
Q1 		$825K Buy
4,554
+405
+10% +$71.5K 0.02% 350
2022
Q4 		$739K Buy
4,149
+752
+22% +$132K 0.02% 351
2022
Q3 		$577K Sell
3,397
-510
-13% -$91.4K 0.02% 274
2022
Q2 		$680K Buy
3,907
+158
+4% +$30.1K 0.02% 276
2022
Q1 		$762K Buy
3,749
+816
+28% +$163K 0.02% 284
2021
Q4 		$646K Buy
+2,933
New +$601K 0.02% 288
2021
Q3 		– Sell
-2,310
Closed -$443K – 305
2021
Q2 		$443K Buy
2,310
+45
+2% +$8.37K 0.02% 299
2021
Q1 		$372K Buy
2,265
+133
+6% +$21.8K 0.02% 302
2020
Q4 		$339K Sell
2,132
-113
-5% -$16.9K 0.02% 300
2020
Q3 		$309K Sell
2,245
-553
-20% -$76.3K 0.02% 291
2020
Q2 		$376K Buy
2,798
+230
+9% +$31.6K 0.02% 261
2020
Q1 		$326K Buy
2,568
+779
+44% +$117K 0.02% 257
2019
Q4 		$301K Buy
1,789
+119
+7% +$19.3K 0.02% 298
2019
Q3 		$273K Buy
1,670
+136
+9% +$22.8K 0.02% 294
2019
Q2 		$264K Buy
1,534
+18
+1% +$3.03K 0.02% 300
2019
Q1 		$248K Buy
+1,516
New +$231K 0.02% 306

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

Sequoia Financial Advisors's DEO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Diageo (DEO) stake by 18% in Q2 2026, buying an estimated $68.6K and bringing the position to 5,508 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Sequoia Financial Advisors first reported a position in DEO in Q1 2019 and has held it in 29 quarters since. The position peaked at $857K in Q2 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Sequoia Financial Advisors held 5,508 shares of Diageo worth $443K as of Q2 2026.
  • Sequoia Financial Advisors bought 850 Diageo shares in Q2 2026, an estimated $68.6K.
  • Diageo made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1419 holding.
  • Sequoia Financial Advisors first reported a position in Diageo in Q1 2019 and has held it in 29 quarters since.
  • Sequoia Financial Advisors's Diageo position peaked at $857K in Q2 2023.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.