Tranquilli Financial Advisor’s Diageo DEO Stock Holding History

Tranquilli Financial Advisor’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	$212K	Buy	+2,643	New	+$213K	0.11%	131
2026 Q1	–	Sell	-4,549	Closed	-$392K	–	138
2025 Q4	$392K	Buy	4,549 +254	+6%	+$23.4K	0.23%	90
2025 Q3	$410K	Buy	+4,295	New	+$451K	0.24%	83
2025 Q1	–	Sell	-1,786	Closed	-$227K	–	114
2024 Q4	$227K	Buy	1,786 +32	+2%	+$4.07K	0.14%	97
2024 Q3	$246K	Sell	1,754 -86	-5%	-$11.2K	0.15%	98
2024 Q2	$232K	Buy	1,840 +421	+30%	+$58K	0.16%	94
2024 Q1	$211K	Buy	+1,419	New	+$208K	0.14%	101

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

Tranquilli Financial Advisor's DEO Position: Q2 2026 in Review

Tranquilli Financial Advisor opened a new position in Diageo (DEO) in Q2 2026: 2,643 shares worth $212K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings. This is a return to the name: Tranquilli Financial Advisor previously reported a position in DEO as recently as Q4 2025.

Tranquilli Financial Advisor first reported a position in DEO in Q1 2024 and has held it in 7 quarters since. The position peaked at $410K in Q3 2025. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Tranquilli Financial Advisor held 2,643 shares of Diageo worth $212K as of Q2 2026.
Diageo was a new Tranquilli Financial Advisor position in Q2 2026.
Diageo made up 0.11% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #131 holding.
Tranquilli Financial Advisor first reported a position in Diageo in Q1 2024 and has held it in 7 quarters since.
Tranquilli Financial Advisor's Diageo position peaked at $410K in Q3 2025.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.