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Foster Victor Wealth Advisors’s Diageo DEO Stock Holding History

Foster Victor 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 		$450K Buy
5,555
+1,286
+30% +$104K 0.02% 189
2026
Q1 		$344K Buy
4,269
+1,441
+51% +$126K 0.02% 196
2025
Q4 		$250K Buy
2,828
+748
+36% +$68.9K 0.01% 216
2025
Q3 		$200K Sell
2,080
-266
-11% -$27.9K 0.01% 216
2025
Q2 		$246K Sell
2,346
-22
-0.9% -$2.39K 0.02% 177
2025
Q1 		$259K Buy
2,368
+439
+23% +$49.6K 0.02% 169
2024
Q4 		$229K Buy
1,929
+33
+2% +$4.2K 0.02% 175
2024
Q3 		$255K Buy
1,896
+301
+19% +$39.1K 0.02% 172
2024
Q2 		$207K Buy
1,595
+24
+2% +$3.31K 0.02% 183
2024
Q1 		$221K Hold
1,571
– – 0.02% 161
2023
Q4 		$225K Buy
+1,571
New +$232K 0.02% 154
2023
Q3 		– Sell
-1,162
Closed -$201K – 163
2023
Q2 		$201K Buy
1,162
+64
+6% +$11.4K 0.02% 155
2023
Q1 		$201K Buy
+1,098
New +$194K 0.02% 156
2022
Q2 		– Sell
-958
Closed -$203K – 142
2022
Q1 		$203K Buy
+958
New +$192K 0.03% 130

Other funds holding DEO

Fidelity Investments
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
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
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

Foster Victor Wealth Advisors's DEO Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Diageo (DEO) stake by 30% in Q2 2026, buying an estimated $104K and bringing the position to 5,555 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #189.

Foster Victor Wealth Advisors first reported a position in DEO in Q1 2022 and has held it in 14 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Foster Victor Wealth Advisors held 5,555 shares of Diageo worth $450K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 1,286 Diageo shares in Q2 2026, an estimated $104K.
  • Diageo made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Foster Victor Wealth Advisors first reported a position in Diageo in Q1 2022 and has held it in 14 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.