UCFA
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United Capital Financial Advisors’s Diageo DEO Stock Holding History

United Capital 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 		$11.2M Sell
139,241
-3,998
-3% -$323K 0.06% 239
2026
Q1 		$10.7M Buy
143,239
+45,786
+47% +$3.99M 0.07% 224
2025
Q4 		$8.41M Sell
97,453
-9,104
-9% -$839K 0.05% 273
2025
Q3 		$10.2M Buy
106,557
+618
+0.6% +$64.9K 0.07% 206
2025
Q2 		$10.7M Buy
105,939
+2,474
+2% +$268K 0.09% 184
2025
Q1 		$10.8M Sell
103,465
-8,944
-8% -$1.01M 0.09% 168
2024
Q4 		$14.3M Sell
112,409
-56,945
-34% -$7.24M 0.12% 143
2024
Q3 		$23.8M Buy
169,354
+242
+0.1% +$31.4K 0.2% 100
2024
Q2 		$21.3M Sell
169,112
-3,126
-2% -$431K 0.18% 108
2024
Q1 		$25.6M Buy
172,238
+528
+0.3% +$77.3K 0.21% 100
2023
Q4 		$25M Buy
171,710
+105,363
+159% +$15.6M 0.21% 104
2023
Q3 		$9.9M Sell
66,347
-3,436
-5% -$575K 0.06% 224
2023
Q2 		$12.1M Sell
69,783
-34
-0% -$6.07K 0.07% 219
2023
Q1 		$12.6M Buy
69,817
+3,778
+6% +$667K 0.07% 209
2022
Q4 		$11.8M Sell
66,039
-1,897
-3% -$333K 0.07% 232
2022
Q3 		$11.5M Sell
67,936
-3,478
-5% -$623K 0.07% 222
2022
Q2 		$12.4M Sell
71,414
-6,575
-8% -$1.25M 0.07% 231
2022
Q1 		$15.8M Sell
77,989
-3,489
-4% -$699K 0.08% 216
2021
Q4 		$17.9M Buy
81,478
+2,242
+3% +$460K 0.08% 214
2021
Q3 		$15.3M Buy
79,236
+2,867
+4% +$556K 0.08% 220
2021
Q2 		$14.6M Buy
76,369
+64,284
+532% +$12M 0.07% 232
2021
Q1 		$1.98M Buy
12,085
+147
+1% +$24K 0.01% 512
2020
Q4 		$1.9M Buy
11,938
+5,029
+73% +$750K 0.01% 517
2020
Q3 		$951K Sell
6,909
-768
-10% -$106K 0.01% 676
2020
Q2 		$1.03M Buy
7,677
+109
+1% +$15K 0.01% 657
2020
Q1 		$962K Sell
7,568
-5,366
-41% -$805K 0.01% 642
2019
Q4 		$2.18M Buy
12,934
+4,503
+53% +$732K 0.01% 591
2019
Q3 		$1.38M Sell
8,431
-44,522
-84% -$7.45M 0.01% 658
2019
Q2 		$9.13M Buy
52,953
+7,465
+16% +$1.25M 0.06% 308
2019
Q1 		$7.44M Sell
45,488
-8,845
-16% -$1.35M 0.05% 337
2018
Q4 		$7.7M Sell
54,333
-194
-0.4% -$27.3K 0.06% 301
2018
Q3 		$7.72M Sell
54,527
-99,684
-65% -$14.3M 0.05% 352
2018
Q2 		$22.2M Buy
154,211
+3,256
+2% +$466K 0.17% 134
2018
Q1 		$20.4M Buy
150,955
+8,710
+6% +$1.21M 0.16% 152
2017
Q4 		$20.6M Buy
142,245
+5,650
+4% +$779K 0.16% 148
2017
Q3 		$18M Buy
136,595
+22,953
+20% +$2.97M 0.15% 151
2017
Q2 		$13.6M Buy
113,642
+90,267
+386% +$10.8M 0.12% 193
2017
Q1 		$2.7M Buy
23,375
+4,354
+23% +$489K 0.03% 489
2016
Q4 		$1.98M Sell
19,021
-51
-0.3% -$5.37K 0.02% 568
2016
Q3 		$2.21M Buy
19,072
+4,360
+30% +$498K 0.02% 560
2016
Q2 		$1.66M Buy
14,712
+1,958
+15% +$212K 0.02% 598
2016
Q1 		$1.38M Buy
12,754
+1,413
+12% +$149K 0.02% 622
2015
Q4 		$1.24M Sell
11,341
-608
-5% -$68.6K 0.01% 645
2015
Q3 		$1.29M Sell
11,949
-1,062
-8% -$118K 0.02% 625
2015
Q2 		$1.51M Buy
13,011
+13
+0.1% +$1.48K 0.02% 643
2015
Q1 		$1.44M Sell
12,998
-70
-0.5% -$8.06K 0.02% 642
2014
Q4 		$1.49M Buy
13,068
+1,312
+11% +$152K 0.02% 544
2014
Q3 		$1.36M Buy
11,756
+816
+7% +$98.8K 0.02% 533
2014
Q2 		$1.39M Buy
10,940
+5,457
+100% +$688K 0.03% 484
2014
Q1 		$683K Buy
+5,483
New +$683K 0.01% 567
2013
Q4 		– Sell
-2,506
Closed -$318K – 665
2013
Q3 		$318K Buy
+2,506
New +$313K 0.01% 548

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

United Capital Financial Advisors's DEO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Diageo (DEO) stake by 2.8% in Q2 2026, selling an estimated $323K and leaving 139,241 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #239.

United Capital Financial Advisors first reported a position in DEO in Q3 2013 and has held it in 51 quarters since. The position peaked at $25.6M in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • United Capital Financial Advisors held 139,241 shares of Diageo worth $11.2M as of Q2 2026.
  • United Capital Financial Advisors sold 3,998 Diageo shares in Q2 2026, an estimated $323K.
  • Diageo made up 0.06% of United Capital Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • United Capital Financial Advisors first reported a position in Diageo in Q3 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Diageo position peaked at $25.6M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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