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Westfuller Advisors’s Diageo DEO Stock Holding History

Westfuller 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 		$12.6K Buy
157
+92
+142% +$7.43K ﹤0.01% 446
2026
Q1 		$4.86K Sell
65
-11
-14% -$960 ﹤0.01% 547
2025
Q4 		$6.59K Sell
76
-568
-88% -$52.3K ﹤0.01% 530
2025
Q3 		$61.5K Buy
+644
New +$67.6K 0.03% 267

Other funds holding DEO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Westfuller Advisors's DEO Position: Q2 2026 in Review

Westfuller Advisors increased its Diageo (DEO) stake by 142% in Q2 2026, buying an estimated $7.43K and bringing the position to 157 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Westfuller Advisors first reported a position in DEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.5K in Q3 2025. 279 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Westfuller Advisors held 157 shares of Diageo worth $12.6K as of Q2 2026.
  • Westfuller Advisors bought 92 Diageo shares in Q2 2026, an estimated $7.43K.
  • Diageo made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #446 holding.
  • Westfuller Advisors first reported a position in Diageo in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Diageo position peaked at $61.5K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.