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Allied Private Wealth’s Diageo DEO Stock Holding History

Allied Private Wealth’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 		$10.4K Buy
+128
New +$10.3K 0.01% 511

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

Allied Private Wealth's DEO Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Diageo (DEO) in Q2 2026: 128 shares worth $10.4K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings.

725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Allied Private Wealth held 128 shares of Diageo worth $10.4K as of Q2 2026.
  • Diageo was a new Allied Private Wealth position in Q2 2026.
  • Diageo made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #511 holding.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.