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

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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. 723 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.
723 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.