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Bulltick Wealth Management’s Diageo DEO Stock Holding History

Bulltick 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 		$635K Buy
7,898
+489
+7% +$39.5K 0.13% 66
2026
Q1 		$552K Buy
+7,409
New +$646K 0.12% 77
2025
Q1 		– Sell
-9,000
Closed -$1.14M – 128
2024
Q4 		$1.14M Hold
9,000
– – 0.26% 66
2024
Q3 		$1.29M Sell
9,000
-38,350
-81% -$4.98M 0.31% 62
2024
Q2 		$5.97M Buy
47,350
+6,295
+15% +$867K 1.47% 26
2024
Q1 		$6.17M Buy
41,055
+3,200
+8% +$468K 1.06% 35
2023
Q4 		$5.51M Buy
37,855
+3,248
+9% +$480K 1.25% 32
2023
Q3 		$5.16M Buy
34,607
+31,680
+1,082% +$5.3M 1.24% 34
2023
Q2 		$508K Buy
2,927
+145
+5% +$25.9K 0.11% 89
2023
Q1 		$508K Buy
2,782
+475
+21% +$83.8K 0.13% 80
2022
Q4 		$411K Buy
2,307
+272
+13% +$47.7K 0.12% 84
2022
Q3 		$350K Hold
2,035
– – 0.1% 89
2022
Q2 		$354K Buy
2,035
+280
+16% +$53.3K 0.09% 92
2022
Q1 		$359K Buy
+1,755
New +$352K 0.08% 104

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

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

Bulltick Wealth Management increased its Diageo (DEO) stake by 6.6% in Q2 2026, buying an estimated $39.5K and bringing the position to 7,898 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #66.

Bulltick Wealth Management first reported a position in DEO in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.17M in Q1 2024. 721 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Bulltick Wealth Management held 7,898 shares of Diageo worth $635K as of Q2 2026.
  • Bulltick Wealth Management bought 489 Diageo shares in Q2 2026, an estimated $39.5K.
  • Diageo made up 0.13% of Bulltick Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Bulltick Wealth Management first reported a position in Diageo in Q1 2022 and has held it in 14 quarters since.
  • Bulltick Wealth Management's Diageo position peaked at $6.17M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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