AWM
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Aberdeen Wealth Management’s Diageo DEO Stock Holding History

Aberdeen Wealth Management’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 		$153K Sell
1,900
-2,320
-55% -$187K 0.07% 151
2026
Q1 		$314K Hold
4,220
– – 0.14% 121
2025
Q4 		$364K Sell
4,220
-438
-9% -$40.3K 0.17% 111
2025
Q3 		$445K Hold
4,658
– – 0.28% 93
2025
Q2 		$470K Sell
4,658
-397
-8% -$43.1K 0.31% 89
2025
Q1 		$530K Sell
5,055
-166
-3% -$18.8K 0.37% 81
2024
Q4 		$664K Sell
5,221
-117
-2% -$14.9K 0.45% 64
2024
Q3 		$749K Sell
5,338
-200
-4% -$26K 0.49% 61
2024
Q2 		$698K Sell
5,538
-348
-6% -$47.9K 0.47% 61
2024
Q1 		$875K Buy
5,886
+200
+4% +$29.3K 0.51% 48
2023
Q4 		$828K Sell
5,686
-197
-3% -$29.1K 0.6% 45
2023
Q3 		$878K Sell
5,883
-130
-2% -$21.8K 0.66% 40
2023
Q2 		$1.04M Sell
6,013
-153
-2% -$27.3K 0.75% 36
2023
Q1 		$1.12M Hold
6,166
– – 0.83% 34
2022
Q4 		$1.1M Sell
6,166
-23
-0.4% -$4.04K 0.83% 36
2022
Q3 		$1.05M Hold
6,189
– – 0.93% 32
2022
Q2 		$1.08M Buy
6,189
+1
+0% +$190 0.86% 36
2022
Q1 		$1.26M Sell
6,188
-66
-1% -$13.2K 0.86% 31
2021
Q4 		$1.38M Sell
6,254
-33
-0.5% -$6.77K 0.9% 27
2021
Q3 		$1.21M Sell
6,287
-381
-6% -$73.8K 1.17% 24
2021
Q2 		$1.28M Buy
6,668
+2
+0% +$372 1.18% 26
2021
Q1 		$1.09M Sell
6,666
-5
-0.1% -$818 0.87% 33
2020
Q4 		$1.06M Buy
6,671
+2
+0% +$298 0.8% 36
2020
Q3 		$918K Sell
6,669
-220
-3% -$30.3K 0.87% 34
2020
Q2 		$926K Sell
6,889
-98
-1% -$13.4K 0.99% 32
2020
Q1 		$888K Sell
6,987
-40
-0.6% -$6K 1.08% 27
2019
Q4 		$1.18M Buy
+7,027
New +$1.14M 0.88% 29

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

Aberdeen Wealth Management's DEO Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Diageo (DEO) stake by 55% in Q2 2026, selling an estimated $187K and leaving 1,900 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #151.

Aberdeen Wealth Management first reported a position in DEO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q4 2021. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Aberdeen Wealth Management held 1,900 shares of Diageo worth $153K as of Q2 2026.
  • Aberdeen Wealth Management sold 2,320 Diageo shares in Q2 2026, an estimated $187K.
  • Diageo made up 0.07% of Aberdeen Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Aberdeen Wealth Management first reported a position in Diageo in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Diageo position peaked at $1.38M in Q4 2021.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.