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Evelyn Partners’s Diageo DEO Stock Holding History

Evelyn 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 		$2.12M Buy
+26,313
New +$2.12M ﹤0.01% 140

Other funds holding DEO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners's DEO Position: Q2 2026 in Review

Evelyn Partners opened a new position in Diageo (DEO) in Q2 2026: 26,313 shares worth $2.12M. The stake represents ﹤0.01% of the portfolio and ranks #140 among its holdings.

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

  • Evelyn Partners held 26,313 shares of Diageo worth $2.12M as of Q2 2026.
  • Diageo was a new Evelyn Partners position in Q2 2026.
  • Diageo made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #140 holding.
  • 691 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.