AWA
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Aaron Wealth Advisors’s Diageo DEO Stock Holding History

Aaron Wealth 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 		$852K Buy
10,601
+5,854
+123% +$473K 0.04% 292
2026
Q1 		$353K Buy
4,747
+608
+15% +$53K 0.02% 503
2025
Q4 		$357K Buy
4,139
+1,105
+36% +$102K 0.02% 528
2025
Q3 		$290K Sell
3,034
-507
-14% -$53.2K 0.02% 532
2025
Q2 		$357K Buy
3,541
+101
+3% +$11K 0.04% 316
2025
Q1 		$360K Buy
3,440
+205
+6% +$23.2K 0.04% 287
2024
Q4 		$411K Buy
3,235
+378
+13% +$48.1K 0.05% 247
2024
Q3 		$401K Buy
2,857
+954
+50% +$124K 0.05% 231
2024
Q2 		$240K Sell
1,903
-1,161
-38% -$160K 0.03% 273
2024
Q1 		$456K Buy
+3,064
New +$448K 0.07% 162
2023
Q3 		– Sell
-1,627
Closed -$282K – 263
2023
Q2 		$282K Sell
1,627
-105
-6% -$18.7K 0.04% 210
2023
Q1 		$314K Sell
1,732
-35
-2% -$6.18K 0.04% 202
2022
Q4 		$315K Sell
1,767
-522
-23% -$91.6K 0.05% 190
2022
Q3 		$389K Buy
2,289
+55
+2% +$9.86K 0.07% 139
2022
Q2 		$388K Buy
2,234
+189
+9% +$36K 0.1% 122
2022
Q1 		$415K Sell
2,045
-43
-2% -$8.62K 0.1% 123
2021
Q4 		$459K Buy
2,088
+160
+8% +$32.8K 0.13% 106
2021
Q3 		$372K Buy
1,928
+159
+9% +$30.8K 0.1% 109
2021
Q2 		$339K Buy
1,769
+39
+2% +$7.25K 0.11% 115
2021
Q1 		$284K Buy
+1,730
New +$283K 0.1% 119

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

Aaron Wealth Advisors's DEO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Diageo (DEO) stake by 123% in Q2 2026, buying an estimated $473K and bringing the position to 10,601 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #292.

Aaron Wealth Advisors first reported a position in DEO in Q1 2021 and has held it in 20 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Aaron Wealth Advisors held 10,601 shares of Diageo worth $852K as of Q2 2026.
  • Aaron Wealth Advisors bought 5,854 Diageo shares in Q2 2026, an estimated $473K.
  • Diageo made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • Aaron Wealth Advisors first reported a position in Diageo in Q1 2021 and has held it in 20 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.