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
Q3 		$286K Sell
3,346
-718
-18% -$63.2K 0.01% 622
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's DEO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Diageo (DEO) stake by 18% in Q3 2026, selling an estimated $63.2K and leaving 3,346 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #622.

Avidian Wealth Enterprises first reported a position in DEO in Q4 2021 and has held it in 15 quarters since. The position peaked at $429K in Q1 2024. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Avidian Wealth Enterprises held 3,346 shares of Diageo worth $286K as of Q3 2026.
  • Avidian Wealth Enterprises sold 718 Diageo shares in Q3 2026, an estimated $63.2K.
  • Diageo made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #622 holding.
  • Avidian Wealth Enterprises first reported a position in Diageo in Q4 2021 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Diageo position peaked at $429K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.