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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
Q2 		$6.35K Buy
+79
New +$6.38K ﹤0.01% 951

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Diageo (DEO) in Q2 2026: 79 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

250 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Elevation Wealth Partners held 79 shares of Diageo worth $6.35K as of Q2 2026.
  • Diageo was a new Elevation Wealth Partners position in Q2 2026.
  • Diageo made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #951 holding.
  • 250 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.