TI
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Tidal Investments’s Diageo DEO Stock Holding History

Tidal Investments’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 		$8.82M Buy
109,743
+38,104
+53% +$3.08M 0.02% 732
2026
Q1 		$5.26M Buy
+71,639
New +$6.25M 0.01% 789
2023
Q4 		– Sell
-1,826
Closed -$272K – 1443
2023
Q3 		$272K Buy
1,826
+56
+3% +$9.38K 0.01% 1099
2023
Q2 		$307K Sell
1,770
-402
-19% -$71.8K 0.01% 1030
2023
Q1 		$394K Buy
2,172
+456
+27% +$80.5K 0.01% 886
2022
Q4 		$306K Buy
1,716
+87
+5% +$15.3K 0.01% 838
2022
Q3 		$277K Buy
1,629
+314
+24% +$56.3K 0.01% 787
2022
Q2 		$229K Buy
1,315
+142
+12% +$27K 0.01% 938
2022
Q1 		$238K Buy
1,173
+235
+25% +$47.1K 0.01% 942
2021
Q4 		$206K Buy
+938
New +$192K 0.01% 925

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

Tidal Investments's DEO Position: Q2 2026 in Review

Tidal Investments increased its Diageo (DEO) stake by 53% in Q2 2026, buying an estimated $3.08M and bringing the position to 109,743 shares worth $8.82M. The position accounts for 0.02% of the portfolio, ranked #732.

Tidal Investments first reported a position in DEO in Q4 2021 and has held it in 10 quarters since. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Tidal Investments held 109,743 shares of Diageo worth $8.82M as of Q2 2026.
  • Tidal Investments bought 38,104 Diageo shares in Q2 2026, an estimated $3.08M.
  • Diageo made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #732 holding.
  • Tidal Investments first reported a position in Diageo in Q4 2021 and has held it in 10 quarters since.
  • 724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.