Balance Wealth’s Diageo DEO Stock Holding History

Balance 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 Q3	$5.22K	Buy	+61	New	+$5.37K	﹤0.01%	643

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Balance Wealth's DEO Position: Q3 2026 in Review

Balance Wealth opened a new position in Diageo (DEO) in Q3 2026: 61 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

589 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

Balance Wealth held 61 shares of Diageo worth $5.22K as of Q3 2026.
Diageo was a new Balance Wealth position in Q3 2026.
Diageo made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #643 holding.
589 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.