AWE
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Avidian Wealth Enterprises’s Diageo DEO Stock Holding History

Avidian Wealth Enterprises’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 		$327K Buy
4,064
+489
+14% +$39.5K 0.01% 573
2026
Q1 		$266K Buy
+3,575
New +$312K 0.01% 566
2025
Q4 		– Sell
-2,171
Closed -$207K – 583
2025
Q3 		$207K Buy
2,171
+14
+0.6% +$1.47K 0.01% 551
2025
Q2 		$218K Sell
2,157
-119
-5% -$12.9K 0.01% 509
2025
Q1 		$238K Sell
2,276
-83
-4% -$9.38K 0.01% 467
2024
Q4 		$300K Sell
2,359
-149
-6% -$19K 0.01% 396
2024
Q3 		$352K Sell
2,508
-464
-16% -$60.3K 0.02% 366
2024
Q2 		$375K Buy
2,972
+85
+3% +$11.7K 0.02% 347
2024
Q1 		$429K Buy
2,887
+1,422
+97% +$208K 0.02% 291
2023
Q4 		$213K Buy
+1,465
New +$216K 0.01% 392
2023
Q3 		– Sell
-1,195
Closed -$207K – 403
2023
Q2 		$207K Sell
1,195
-388
-25% -$69.3K 0.01% 395
2023
Q1 		$287K Sell
1,583
-120
-7% -$21.2K 0.02% 390
2022
Q4 		$303K Buy
+1,703
New +$299K 0.02% 357
2022
Q1 		– Sell
-1,101
Closed -$242K – 510
2021
Q4 		$242K Buy
+1,101
New +$226K 0.02% 451

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

Avidian Wealth Enterprises's DEO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Diageo (DEO) stake by 14% in Q2 2026, buying an estimated $39.5K and bringing the position to 4,064 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #573.

Avidian Wealth Enterprises first reported a position in DEO in Q4 2021 and has held it in 14 quarters since. The position peaked at $429K in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Avidian Wealth Enterprises held 4,064 shares of Diageo worth $327K as of Q2 2026.
  • Avidian Wealth Enterprises bought 489 Diageo shares in Q2 2026, an estimated $39.5K.
  • Diageo made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #573 holding.
  • Avidian Wealth Enterprises first reported a position in Diageo in Q4 2021 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's Diageo position peaked at $429K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.