Transamerica Financial Advisors’s Diageo DEO Stock Holding History

Transamerica 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	$190K	Sell	2,359 -496	-17%	-$40K	0.02%	432
2026 Q1	$213K	Buy	2,855 +1,695	+146%	+$148K	0.02%	392
2025 Q4	$100K	Buy	1,160 +355	+44%	+$32.7K	0.01%	456
2025 Q3	$76.8K	Buy	+805	New	+$84.5K	0.01%	434
2020 Q3	–	Sell	-7	Closed	-$1K	–	232
2020 Q2	$1K	Buy	+7	New	+$960	﹤0.01%	351
2019 Q3	–	Sell	-11	Closed	-$2K	–	175
2019 Q2	$2K	Buy	+11	New	+$1.85K	﹤0.01%	375
2019 Q1	–	Sell	-11	Closed	-$2K	–	163
2018 Q4	$2K	Buy	+11	New	+$1.55K	﹤0.01%	349
2014 Q3	–	Sell	-55	Closed	-$7K	–	690
2014 Q2	$7K	Hold	55	–	–	﹤0.01%	526
2014 Q1	$7K	Hold	55	–	–	﹤0.01%	489
2013 Q4	$8K	Hold	55	–	–	﹤0.01%	470
2013 Q3	$7K	Hold	55	–	–	﹤0.01%	461
2013 Q2	$7K	Buy	+55	New	+$6.65K	﹤0.01%	446

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

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

Transamerica Financial Advisors reduced its Diageo (DEO) stake by 17% in Q2 2026, selling an estimated $40K and leaving 2,359 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #432.

Transamerica Financial Advisors first reported a position in DEO in Q2 2013 and has held it in 12 quarters since. The position peaked at $213K in Q1 2026. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Transamerica Financial Advisors held 2,359 shares of Diageo worth $190K as of Q2 2026.
Transamerica Financial Advisors sold 496 Diageo shares in Q2 2026, an estimated $40K.
Diageo made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #432 holding.
Transamerica Financial Advisors first reported a position in Diageo in Q2 2013 and has held it in 12 quarters since.
Transamerica Financial Advisors's Diageo position peaked at $213K in Q1 2026.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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