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Buck Wealth Strategies’s Diageo DEO Stock Holding History

Buck Wealth Strategies’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 		$1.59K Buy
+20
New +$1.61K ﹤0.01% 891
2023
Q4 		– Sell
-14
Closed -$2.07K – 126
2023
Q3 		$2.07K Hold
14
– – ﹤0.01% 308
2023
Q2 		$2.4K Hold
14
– – ﹤0.01% 231
2023
Q1 		$2.49K Buy
+14
New +$2.47K ﹤0.01% 174

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

Buck Wealth Strategies's DEO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Diageo (DEO) in Q2 2026: 20 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DEO as recently as Q3 2023.

Buck Wealth Strategies first reported a position in DEO in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.49K in Q1 2023. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Buck Wealth Strategies held 20 shares of Diageo worth $1.59K as of Q2 2026.
  • Diageo was a new Buck Wealth Strategies position in Q2 2026.
  • Diageo made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #891 holding.
  • Buck Wealth Strategies first reported a position in Diageo in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Diageo position peaked at $2.49K in Q1 2023.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.