FSB Premier Wealth Management’s Diageo DEO Stock Holding History

FSB Premier Wealth Management’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	–	Sell	-3,332	Closed	-$248K	–	262
2026 Q1	$248K	Sell	3,332 -76	-2%	-$6.63K	0.08%	223
2025 Q4	$294K	Sell	3,408 -219	-6%	-$20.2K	0.09%	189
2025 Q3	$346K	Sell	3,627 -765	-17%	-$80.3K	0.11%	164
2025 Q2	$443K	Sell	4,392 -79	-2%	-$8.57K	0.16%	139
2025 Q1	$469K	Buy	4,471 +964	+27%	+$109K	0.18%	126
2024 Q4	$446K	Buy	3,507 +387	+12%	+$49.2K	0.18%	132
2024 Q3	$438K	Buy	+3,120	New	+$405K	0.18%	128
2022 Q1	–	Sell	-183	Closed	-$40K	–	227
2021 Q4	$40K	Buy	+183	New	+$37.5K	0.02%	260

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FSB Premier Wealth Management's DEO Position: Q2 2026 in Review

FSB Premier Wealth Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 3,332 shares — an estimated $248K sold.

FSB Premier Wealth Management first reported a position in DEO in Q4 2021 and held it in 8 quarters. The position peaked at $469K in Q1 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

FSB Premier Wealth Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
FSB Premier Wealth Management sold 3,332 Diageo shares in Q2 2026, an estimated $248K.
FSB Premier Wealth Management first reported a position in Diageo in Q4 2021 and held it in 8 quarters.
FSB Premier Wealth Management's Diageo position peaked at $469K in Q1 2025.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.