SFS
DEO icon

Sunrise Financial Services’s Diageo DEO Stock Holding History

Sunrise Financial Services’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 		$7.64K Hold
95
– – ﹤0.01% 253
2026
Q1 		$7.07K Hold
95
– – 0.01% 255
2025
Q4 		$8.2K Buy
+95
New +$8.75K 0.01% 220

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

Sunrise Financial Services's DEO Position: Q2 2026 in Review

Sunrise Financial Services held its Diageo (DEO) position steady in Q2 2026 at 95 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Sunrise Financial Services first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.2K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Sunrise Financial Services held 95 shares of Diageo worth $7.64K as of Q2 2026.
  • Sunrise Financial Services left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #253 holding.
  • Sunrise Financial Services first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Diageo position peaked at $8.2K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.