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Acumen Wealth Advisors’s Diageo DEO Stock Holding History

Acumen 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 		$4.42K Sell
55
-15,214
-100% -$1.23M ﹤0.01% 409
2026
Q1 		$1.14M Sell
15,269
-5,811
-28% -$507K 0.31% 54
2025
Q4 		$1.82M Buy
+21,080
New +$1.94M 0.52% 42

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

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

Acumen Wealth Advisors reduced its Diageo (DEO) stake by 100% in Q2 2026, selling an estimated $1.23M and leaving 55 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Acumen Wealth Advisors first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Acumen Wealth Advisors held 55 shares of Diageo worth $4.42K as of Q2 2026.
  • Acumen Wealth Advisors sold 15,214 Diageo shares in Q2 2026, an estimated $1.23M.
  • Diageo made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • Acumen Wealth Advisors first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Diageo position peaked at $1.82M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.