Toth Financial Advisory’s Diageo DEO Stock Holding History

Toth Financial Advisory’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 Q3	$3.08K	Buy	+36	New	+$3.17K	﹤0.01%	734
2026 Q1	–	Sell	-3	Closed	-$259	–	954
2025 Q4	$259	Buy	+3	New	+$276	﹤0.01%	839
2025 Q1	–	Sell	-10	Closed	-$1.27K	–	729
2024 Q4	$1.27K	Buy	+10	New	+$1.27K	﹤0.01%	640
2024 Q2	–	Sell	-10	Closed	-$1.49K	–	764
2024 Q1	$1.49K	Hold	10	–	–	﹤0.01%	647
2023 Q4	$1.46K	Buy	+10	New	+$1.48K	﹤0.01%	656
2023 Q3	–	Sell	-15	Closed	-$2.6K	–	781
2023 Q2	$2.6K	Buy	+15	New	+$2.68K	﹤0.01%	614

Other funds holding DEO

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's DEO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Diageo (DEO) in Q3 2026: 36 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in DEO as recently as Q4 2025.

Toth Financial Advisory first reported a position in DEO in Q2 2023 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

Toth Financial Advisory held 36 shares of Diageo worth $3.08K as of Q3 2026.
Diageo was a new Toth Financial Advisory position in Q3 2026.
Diageo made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #734 holding.
Toth Financial Advisory first reported a position in Diageo in Q2 2023 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.