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Brown Miller Wealth Management’s Diageo DEO Stock Holding History

Brown Miller 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 		$337K Sell
4,189
-2,143
-34% -$173K 0.08% 161
2026
Q1 		$471K Buy
6,332
+3,484
+122% +$304K 0.13% 127
2025
Q4 		$246K Sell
2,848
-2,702
-49% -$249K 0.07% 174
2025
Q3 		$530K Buy
5,550
+59
+1% +$6.19K 0.15% 110
2025
Q2 		$554K Buy
5,491
+807
+17% +$87.5K 0.17% 97
2025
Q1 		$491K Buy
+4,684
New +$529K 0.17% 103

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Brown Miller Wealth Management's DEO Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Diageo (DEO) stake by 34% in Q2 2026, selling an estimated $173K and leaving 4,189 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #161.

Brown Miller Wealth Management first reported a position in DEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $554K in Q2 2025. 193 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Brown Miller Wealth Management held 4,189 shares of Diageo worth $337K as of Q2 2026.
  • Brown Miller Wealth Management sold 2,143 Diageo shares in Q2 2026, an estimated $173K.
  • Diageo made up 0.08% of Brown Miller Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Brown Miller Wealth Management first reported a position in Diageo in Q1 2025 and has held it in 6 quarters since.
  • Brown Miller Wealth Management's Diageo position peaked at $554K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.