GC Wealth Management RIA’s Diageo DEO Stock Holding History

GC Wealth Management RIA’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	$1.37M	Buy	17,086 +1,793	+12%	+$145K	0.08%	182
2026 Q1	$1.14M	Buy	15,293 +5,288	+53%	+$461K	0.05%	220
2025 Q4	$863K	Buy	10,005 +1,826	+22%	+$168K	0.03%	253
2025 Q3	$781K	Buy	8,179 +158	+2%	+$16.6K	0.03%	409
2025 Q2	$809K	Buy	8,021 +2,257	+39%	+$245K	0.07%	233
2025 Q1	$604K	Buy	5,764 +590	+11%	+$66.7K	0.11%	160
2024 Q4	$658K	Sell	5,174 -619	-11%	-$78.8K	0.12%	145
2024 Q3	$813K	Buy	5,793 +1,166	+25%	+$152K	0.14%	125
2024 Q2	$583K	Buy	4,627 +524	+13%	+$72.2K	0.12%	151
2024 Q1	$610K	Buy	4,103 +1,577	+62%	+$231K	0.12%	144
2023 Q4	$368K	Buy	+2,526	New	+$373K	0.17%	137

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

GC Wealth Management RIA's DEO Position: Q2 2026 in Review

GC Wealth Management RIA increased its Diageo (DEO) stake by 12% in Q2 2026, buying an estimated $145K and bringing the position to 17,086 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #182.

GC Wealth Management RIA first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

GC Wealth Management RIA held 17,086 shares of Diageo worth $1.37M as of Q2 2026.
GC Wealth Management RIA bought 1,793 Diageo shares in Q2 2026, an estimated $145K.
Diageo made up 0.08% of GC Wealth Management RIA's portfolio in Q2 2026, its #182 holding.
GC Wealth Management RIA first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.