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Arkadios Wealth Advisors’s Diageo DEO Stock Holding History

Arkadios 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 		$218K Buy
+2,706
New +$218K ﹤0.01% 1583
2024
Q4 		– Sell
-2,407
Closed -$338K – 959
2024
Q3 		$338K Buy
+2,407
New +$313K 0.02% 669
2024
Q2 		– Sell
-1,998
Closed -$297K – 873
2024
Q1 		$297K Buy
+1,998
New +$292K 0.02% 545
2023
Q4 		– Sell
-1,588
Closed -$237K – 740
2023
Q3 		$237K Buy
1,588
+230
+17% +$38.5K 0.02% 570
2023
Q2 		$236K Sell
1,358
-6
-0.4% -$1.07K 0.03% 515
2023
Q1 		$247K Buy
1,364
+21
+2% +$3.71K 0.03% 492
2022
Q4 		$239K Sell
1,343
-67
-5% -$11.8K 0.03% 464
2022
Q3 		$239K Buy
1,410
+64
+5% +$11.5K 0.04% 437
2022
Q2 		$234K Sell
1,346
-45
-3% -$8.56K 0.03% 467
2022
Q1 		$283K Buy
1,391
+167
+14% +$33.5K 0.04% 441
2021
Q4 		$269K Buy
1,224
+38
+3% +$7.79K 0.04% 475
2021
Q3 		$228K Buy
1,186
+12
+1% +$2.33K 0.03% 473
2021
Q2 		$225K Hold
1,174
– – 0.03% 504
2021
Q1 		$192K Buy
1,174
+1,044
+803% +$171K 0.03% 421
2020
Q4 		$20K Buy
+130
New +$19.4K ﹤0.01% 751
2020
Q2 		– Sell
-155
Closed -$19.7K – 986
2020
Q1 		$19.7K Buy
155
+1
+0.6% +$150 0.01% 493
2019
Q4 		$24.7K Buy
+154
New +$25K 0.01% 428

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

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

Arkadios Wealth Advisors opened a new position in Diageo (DEO) in Q2 2026: 2,706 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in DEO as recently as Q3 2024.

Arkadios Wealth Advisors first reported a position in DEO in Q4 2019 and has held it in 17 quarters since. The position peaked at $338K in Q3 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Arkadios Wealth Advisors held 2,706 shares of Diageo worth $218K as of Q2 2026.
  • Diageo was a new Arkadios Wealth Advisors position in Q2 2026.
  • Diageo made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1583 holding.
  • Arkadios Wealth Advisors first reported a position in Diageo in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Diageo position peaked at $338K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.