James T. Borello RIA’s Diageo DEO Stock Holding History

James T. Borello RIA’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	$147K	Hold	1,722	–	–	0.03%	133
2026 Q2	$138K	Buy	1,722 +18	+1%	+$1.45K	0.03%	139
2026 Q1	$127K	Buy	1,704 +285	+20%	+$24.9K	0.03%	134
2025 Q4	$122K	Buy	1,419 +39	+3%	+$3.59K	0.03%	122
2025 Q3	$132K	Sell	1,380 -62	-4%	-$6.51K	0.04%	111
2025 Q2	$145K	Buy	1,442 +21	+1%	+$2.28K	0.04%	98
2025 Q1	$149K	Hold	1,421	–	–	0.05%	85
2024 Q4	$181K	Buy	1,421 +25	+2%	+$3.18K	0.07%	76
2024 Q3	$196K	Hold	1,396	–	–	0.08%	69
2024 Q2	$176K	Buy	1,396 +16	+1%	+$2.2K	0.08%	66
2024 Q1	$205K	Buy	+1,380	New	+$202K	0.09%	65

Other funds holding DEO

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

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

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

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

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

James T. Borello RIA's DEO Position: Q3 2026 in Review

James T. Borello RIA held its Diageo (DEO) position steady in Q3 2026 at 1,722 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #133.

James T. Borello RIA first reported a position in DEO in Q1 2024 and has held it in 11 quarters since. The position peaked at $205K in Q1 2024. 135 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

James T. Borello RIA held 1,722 shares of Diageo worth $147K as of Q3 2026.
James T. Borello RIA left its Diageo share count unchanged in Q3 2026.
Diageo made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #133 holding.
James T. Borello RIA first reported a position in Diageo in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Diageo position peaked at $205K in Q1 2024.
135 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.