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Cherry Tree Wealth Management’s Diageo DEO Stock Holding History

Cherry Tree 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 		– Sell
-133
Closed -$9.9K – 598
2026
Q1 		$9.9K Buy
133
+100
+303% +$8.72K ﹤0.01% 427
2025
Q4 		$2.85K Buy
+33
New +$3.04K ﹤0.01% 514

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

Cherry Tree Wealth Management's DEO Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 133 shares — an estimated $9.9K sold.

Cherry Tree Wealth Management first reported a position in DEO in Q4 2025 and held it in 2 quarters. The position peaked at $9.9K in Q1 2026. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Cherry Tree Wealth Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 133 Diageo shares in Q2 2026, an estimated $9.9K.
  • Cherry Tree Wealth Management first reported a position in Diageo in Q4 2025 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Diageo position peaked at $9.9K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.