EWA
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EverSource Wealth Advisors’s Diageo DEO Stock Holding History

EverSource Wealth Advisors’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 		$100K Buy
1,250
+50
+4% +$4.04K ﹤0.01% 1381
2026
Q1 		$89.4K Buy
1,200
+249
+26% +$21.7K ﹤0.01% 1502
2025
Q4 		$82.1K Sell
951
-159
-14% -$14.6K ﹤0.01% 1422
2025
Q3 		$106K Sell
1,110
-124
-10% -$13K ﹤0.01% 1251
2025
Q2 		$124K Buy
1,234
+575
+87% +$62.4K 0.01% 1080
2025
Q1 		$69K Sell
659
-1,264
-66% -$143K ﹤0.01% 1078
2024
Q4 		$244K Buy
1,923
+445
+30% +$56.6K 0.01% 579
2024
Q3 		$207K Sell
1,478
-14
-0.9% -$1.82K 0.01% 545
2024
Q2 		$186K Sell
1,492
-193
-11% -$26.6K 0.01% 582
2024
Q1 		$233K Buy
1,685
+983
+140% +$144K 0.02% 446
2023
Q4 		$102K Buy
702
+85
+14% +$12.6K 0.01% 630
2023
Q3 		$92K Sell
617
-393
-39% -$65.8K 0.01% 596
2023
Q2 		$175K Sell
1,010
-690
-41% -$123K 0.02% 432
2023
Q1 		$308K Buy
1,700
+50
+3% +$8.82K 0.04% 296
2022
Q4 		$294K Sell
1,650
-477
-22% -$83.7K 0.04% 287
2022
Q3 		$362K Sell
2,127
-321
-13% -$57.5K 0.08% 209
2022
Q2 		$426K Buy
2,448
+112
+5% +$21.3K 0.11% 168
2022
Q1 		$474K Buy
2,336
+865
+59% +$173K 0.12% 156
2021
Q4 		$324K Buy
+1,471
New +$302K 0.09% 164

Other funds holding DEO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

EverSource Wealth Advisors's DEO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Diageo (DEO) stake by 4.2% in Q2 2026, buying an estimated $4.04K and bringing the position to 1,250 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

EverSource Wealth Advisors first reported a position in DEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $474K in Q1 2022. 364 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • EverSource Wealth Advisors held 1,250 shares of Diageo worth $100K as of Q2 2026.
  • EverSource Wealth Advisors bought 50 Diageo shares in Q2 2026, an estimated $4.04K.
  • Diageo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1381 holding.
  • EverSource Wealth Advisors first reported a position in Diageo in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Diageo position peaked at $474K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.