Abound Wealth Management’s Diageo DEO Stock Holding History

Abound 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	$322	Sell	4 -62	-94%	-$5.01K	﹤0.01%	1015
2026 Q1	$4.91K	Buy	66 +60	+1,000%	+$5.23K	﹤0.01%	732
2025 Q4	$518	Hold	6	–	–	﹤0.01%	955
2025 Q3	$573	Hold	6	–	–	﹤0.01%	922
2025 Q2	$606	Hold	6	–	–	﹤0.01%	841
2025 Q1	$629	Sell	6 -2	-25%	-$226	﹤0.01%	795
2024 Q4	$1.02K	Hold	8	–	–	﹤0.01%	730
2024 Q3	$1.12K	Sell	8 -3	-27%	-$390	﹤0.01%	771
2024 Q2	$1.39K	Hold	11	–	–	﹤0.01%	686
2024 Q1	$1.64K	Sell	11 -104	-90%	-$15.2K	﹤0.01%	703
2023 Q4	$16.8K	Buy	115 +104	+945%	+$15.4K	0.01%	296
2023 Q3	$1.64K	Hold	11	–	–	﹤0.01%	638
2023 Q2	$1.91K	Buy	+11	New	+$1.96K	﹤0.01%	653
2023 Q1	–	Sell	-3	Closed	-$535	–	726
2022 Q4	$535	Buy	+3	New	+$526	﹤0.01%	659

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Abound Wealth Management reduced its Diageo (DEO) stake by 94% in Q2 2026, selling an estimated $5.01K and leaving 4 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Abound Wealth Management first reported a position in DEO in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8K in Q4 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Abound Wealth Management held 4 shares of Diageo worth $322 as of Q2 2026.
Abound Wealth Management sold 62 Diageo shares in Q2 2026, an estimated $5.01K.
Diageo made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1015 holding.
Abound Wealth Management first reported a position in Diageo in Q4 2022 and has held it in 14 quarters since.
Abound Wealth Management's Diageo position peaked at $16.8K in Q4 2023.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.