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Basecamp Wealth Advisors’s Diageo DEO Stock Holding History

Basecamp 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 		$1.53K Sell
19
-127
-87% -$10.3K ﹤0.01% 1423
2026
Q1 		$10.9K Sell
146
-117
-44% -$10.2K ﹤0.01% 998
2025
Q4 		$22.7K Buy
+263
New +$24.2K ﹤0.01% 750

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

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

Basecamp Wealth Advisors reduced its Diageo (DEO) stake by 87% in Q2 2026, selling an estimated $10.3K and leaving 19 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Basecamp Wealth Advisors first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.7K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Basecamp Wealth Advisors held 19 shares of Diageo worth $1.53K as of Q2 2026.
  • Basecamp Wealth Advisors sold 127 Diageo shares in Q2 2026, an estimated $10.3K.
  • Diageo made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1423 holding.
  • Basecamp Wealth Advisors first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Diageo position peaked at $22.7K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.