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CMH Wealth Management’s Diageo DEO Stock Holding History

CMH 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 		$735K Sell
9,150
-11,413
-56% -$921K 0.11% 90
2026
Q1 		$1.53M Buy
+20,563
New +$1.79M 0.26% 72

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

CMH Wealth Management reduced its Diageo (DEO) stake by 56% in Q2 2026, selling an estimated $921K and leaving 9,150 shares worth $735K. The position accounts for 0.11% of the portfolio, ranked #90.

CMH Wealth Management first reported a position in DEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2026. 100 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • CMH Wealth Management held 9,150 shares of Diageo worth $735K as of Q2 2026.
  • CMH Wealth Management sold 11,413 Diageo shares in Q2 2026, an estimated $921K.
  • Diageo made up 0.11% of CMH Wealth Management's portfolio in Q2 2026, its #90 holding.
  • CMH Wealth Management first reported a position in Diageo in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's Diageo position peaked at $1.53M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.