DecisionMap Wealth Management’s Diageo DEO Stock Holding History

DecisionMap 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	$443K	Buy	5,514 +7	+0.1%	+$565	0.25%	85
2026 Q1	$410K	Buy	5,507 +25	+0.5%	+$2.18K	0.27%	87
2025 Q4	$473K	Buy	5,482 +752	+16%	+$69.3K	0.29%	78
2025 Q3	$451K	Sell	4,730 -337	-7%	-$35.4K	0.29%	82
2025 Q2	$511K	Buy	5,067 +788	+18%	+$85.5K	0.35%	79
2025 Q1	$448K	Buy	4,279 +541	+14%	+$61.1K	0.34%	76
2024 Q4	$475K	Buy	+3,738	New	+$476K	0.38%	72

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

DecisionMap Wealth Management increased its Diageo (DEO) stake by 0.13% in Q2 2026, buying an estimated $565 and bringing the position to 5,514 shares worth $443K. The position accounts for 0.25% of the portfolio, ranked #85.

DecisionMap Wealth Management first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q2 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

DecisionMap Wealth Management held 5,514 shares of Diageo worth $443K as of Q2 2026.
DecisionMap Wealth Management bought 7 Diageo shares in Q2 2026, an estimated $565.
Diageo made up 0.25% of DecisionMap Wealth Management's portfolio in Q2 2026, its #85 holding.
DecisionMap Wealth Management first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
DecisionMap Wealth Management's Diageo position peaked at $511K in Q2 2025.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.