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Clark Wealth Partners’s Diageo DEO Stock Holding History

Clark Wealth Partners’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 		$8.71K Hold
108
– – ﹤0.01% 244
2026
Q1 		$8.07K Hold
108
– – 0.01% 272
2025
Q4 		$9.35K Hold
108
– – 0.01% 245
2025
Q3 		$9.35K Hold
108
– – 0.01% 245
2025
Q2 		$10.9K Buy
108
+1
+0.9% +$108 0.01% 201
2025
Q1 		$11.2K Hold
107
– – 0.01% 192
2024
Q4 		$13.6K Buy
+107
New +$13.6K 0.01% 153

Other funds holding DEO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Wealth Partners's DEO Position: Q2 2026 in Review

Clark Wealth Partners held its Diageo (DEO) position steady in Q2 2026 at 108 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Clark Wealth Partners first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6K in Q4 2024. 691 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Clark Wealth Partners held 108 shares of Diageo worth $8.71K as of Q2 2026.
  • Clark Wealth Partners left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Clark Wealth Partners first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Diageo position peaked at $13.6K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.