CMH Wealth Management
DEO icon

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
Q3 		– Sell
-9,150
Closed -$735K – 113
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

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Great Hill Capital
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Allied Investment Advisors
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CMH Wealth Management's DEO Position: Q3 2026 in Review

CMH Wealth Management sold out of Diageo (DEO) in Q3 2026, closing a stake of 9,150 shares — an estimated $735K sold.

CMH Wealth Management first reported a position in DEO in Q1 2026 and held it in 2 quarters. The position peaked at $1.53M in Q1 2026. 177 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • CMH Wealth Management reported no remaining Diageo position as of Q3 2026 after selling out during the quarter.
  • CMH Wealth Management sold 9,150 Diageo shares in Q3 2026, an estimated $735K.
  • CMH Wealth Management first reported a position in Diageo in Q1 2026 and held it in 2 quarters.
  • CMH Wealth Management's Diageo position peaked at $1.53M in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.