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Elevation Wealth Partners’s Diageo DEO Stock Holding History

Elevation 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
Q3 		$6.76K Hold
79
– – ﹤0.01% 1028
2026
Q2 		$6.35K Buy
+79
New +$6.38K ﹤0.01% 951

Other funds holding DEO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's DEO Position: Q3 2026 in Review

Elevation Wealth Partners held its Diageo (DEO) position steady in Q3 2026 at 79 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Elevation Wealth Partners first reported a position in DEO in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Elevation Wealth Partners held 79 shares of Diageo worth $6.76K as of Q3 2026.
  • Elevation Wealth Partners left its Diageo share count unchanged in Q3 2026.
  • Diageo made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1028 holding.
  • Elevation Wealth Partners first reported a position in Diageo in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.