BWM
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BCGM Wealth Management’s Diageo DEO Stock Holding History

BCGM Wealth Management’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 		$1.29M Buy
16,088
+584
+4% +$47.2K 0.27% 79
2026
Q1 		$1.15M Buy
15,504
+1,315
+9% +$115K 0.29% 79
2025
Q4 		$1.22M Sell
14,189
-3,997
-22% -$368K 0.31% 75
2025
Q3 		$1.74M Buy
18,186
+826
+5% +$86.7K 0.45% 62
2025
Q2 		$1.75M Buy
17,360
+4,410
+34% +$478K 0.49% 56
2025
Q1 		$1.36M Buy
12,950
+695
+6% +$78.6K 0.42% 60
2024
Q4 		$1.56M Buy
12,255
+887
+8% +$113K 0.49% 53
2024
Q3 		$1.6M Buy
11,368
+5,063
+80% +$658K 0.52% 52
2024
Q2 		$795K Sell
6,305
-8
-0.1% -$1.1K 0.28% 74
2024
Q1 		$939K Buy
6,313
+152
+2% +$22.2K 0.34% 65
2023
Q4 		$897K Buy
6,161
+729
+13% +$108K 0.37% 57
2023
Q3 		$810K Sell
5,432
-647
-11% -$108K 0.37% 58
2023
Q2 		$1.05M Buy
6,079
+414
+7% +$73.9K 0.46% 48
2023
Q1 		$1.03M Sell
5,665
-326
-5% -$57.5K 0.52% 47
2022
Q4 		$1.07M Sell
5,991
-36
-0.6% -$6.32K 0.52% 43
2022
Q3 		$996K Buy
6,027
+378
+7% +$67.7K 0.5% 44
2022
Q2 		$1.08M Buy
5,649
+59
+1% +$11.2K 0.55% 40
2022
Q1 		$1.11M Buy
5,590
+515
+10% +$103K 0.6% 40
2021
Q4 		$1.12M Buy
5,075
+282
+6% +$57.8K 0.6% 38
2021
Q3 		$957K Buy
4,793
+659
+16% +$128K 0.53% 48
2021
Q2 		$819K Buy
4,134
+440
+12% +$81.8K 0.49% 50
2021
Q1 		$660K Buy
3,694
+658
+22% +$108K 0.45% 51
2020
Q4 		$507K Buy
+3,036
New +$453K 0.36% 51

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

BCGM Wealth Management's DEO Position: Q2 2026 in Review

BCGM Wealth Management increased its Diageo (DEO) stake by 3.8% in Q2 2026, buying an estimated $47.2K and bringing the position to 16,088 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #79.

BCGM Wealth Management first reported a position in DEO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q2 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • BCGM Wealth Management held 16,088 shares of Diageo worth $1.29M as of Q2 2026.
  • BCGM Wealth Management bought 584 Diageo shares in Q2 2026, an estimated $47.2K.
  • Diageo made up 0.27% of BCGM Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BCGM Wealth Management first reported a position in Diageo in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's Diageo position peaked at $1.75M in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.