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Beverly Hills Private Wealth’s Diageo DEO Stock Holding History

Beverly Hills Private 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
Q2 		$789K Buy
9,811
+1,327
+16% +$107K 0.15% 121
2026
Q1 		$632K Buy
8,484
+972
+13% +$84.8K 0.11% 164
2025
Q4 		$648K Sell
7,512
-9,012
-55% -$830K 0.11% 148
2025
Q3 		$1.58M Sell
16,524
-2,152
-12% -$226K 0.28% 98
2025
Q2 		$1.88M Sell
18,676
-256
-1% -$27.8K 0.35% 77
2025
Q1 		$1.98M Buy
18,932
+1,733
+10% +$196K 0.39% 72
2024
Q4 		$2.19M Sell
17,199
-363
-2% -$46.2K 0.44% 62
2024
Q3 		$2.46M Sell
17,562
-315
-2% -$40.9K 0.5% 55
2024
Q2 		$2.25M Buy
17,877
+3,216
+22% +$443K 0.49% 52
2024
Q1 		$2.18M Buy
14,661
+576
+4% +$84.3K 0.5% 55
2023
Q4 		$2.05M Sell
14,085
-648
-4% -$95.7K 0.54% 51
2023
Q3 		$2.2M Sell
14,733
-15,030
-50% -$2.52M 0.65% 42
2023
Q2 		$5.06M Buy
29,763
+14,990
+101% +$2.68M 0.83% 31
2023
Q1 		$2.68M Buy
14,773
+1,448
+11% +$256K 0.83% 30
2022
Q4 		$2.37M Buy
+13,325
New +$2.34M 1.04% 24

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

Beverly Hills Private Wealth's DEO Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Diageo (DEO) stake by 16% in Q2 2026, buying an estimated $107K and bringing the position to 9,811 shares worth $789K. The position accounts for 0.15% of the portfolio, ranked #121.

Beverly Hills Private Wealth first reported a position in DEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.06M in Q2 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Beverly Hills Private Wealth held 9,811 shares of Diageo worth $789K as of Q2 2026.
  • Beverly Hills Private Wealth bought 1,327 Diageo shares in Q2 2026, an estimated $107K.
  • Diageo made up 0.15% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #121 holding.
  • Beverly Hills Private Wealth first reported a position in Diageo in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Diageo position peaked at $5.06M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.