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Alpine Bank Wealth Management’s Diageo DEO Stock Holding History

Alpine Bank 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 		$16.1K Buy
+200
New +$16.1K ﹤0.01% 358
2025
Q4 		– Sell
-200
Closed -$19.1K – 211
2025
Q3 		$19.1K Hold
200
– – ﹤0.01% 346
2025
Q2 		$20.2K Hold
200
– – ﹤0.01% 334
2025
Q1 		$21K Buy
+200
New +$22.6K ﹤0.01% 331
2024
Q3 		$28.1K Buy
+200
New +$26K ﹤0.01% 327

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Alpine Bank Wealth Management's DEO Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Diageo (DEO) in Q2 2026: 200 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in DEO as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in DEO in Q3 2024 and has held it in 5 quarters since. The position peaked at $28.1K in Q3 2024. 447 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Alpine Bank Wealth Management held 200 shares of Diageo worth $16.1K as of Q2 2026.
  • Diageo was a new Alpine Bank Wealth Management position in Q2 2026.
  • Diageo made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Alpine Bank Wealth Management first reported a position in Diageo in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Diageo position peaked at $28.1K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.