HWP
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Highline Wealth Partners’s Diageo DEO Stock Holding History

Highline Wealth 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 		– Sell
-5
Closed -$372 – 1438
2026
Q1 		$372 Hold
5
– – ﹤0.01% 1258
2025
Q4 		$431 Sell
5
-67
-93% -$6.17K ﹤0.01% 998
2025
Q3 		$6.87K Buy
72
+47
+188% +$4.93K ﹤0.01% 493
2025
Q2 		$2.52K Sell
25
-14
-36% -$1.52K ﹤0.01% 600
2025
Q1 		$4.09K Buy
39
+23
+144% +$2.6K ﹤0.01% 473
2024
Q4 		$2.03K Sell
16
-7
-30% -$891 ﹤0.01% 457
2024
Q3 		$3.23K Buy
23
+7
+44% +$910 ﹤0.01% 399
2024
Q2 		$2.02K Buy
+16
New +$2.2K ﹤0.01% 399

Other funds holding DEO

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Highline Wealth Partners's DEO Position: Q2 2026 in Review

Highline Wealth Partners sold out of Diageo (DEO) in Q2 2026, closing a stake of 5 shares — an estimated $372 sold.

Highline Wealth Partners first reported a position in DEO in Q2 2024 and held it in 8 quarters. The position peaked at $6.87K in Q3 2025. 126 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Highline Wealth Partners reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 5 Diageo shares in Q2 2026, an estimated $372.
  • Highline Wealth Partners first reported a position in Diageo in Q2 2024 and held it in 8 quarters.
  • Highline Wealth Partners's Diageo position peaked at $6.87K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.