IAG Wealth Partners’s Diageo DEO Stock Holding History

IAG 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 Q3	$2.57K	Hold	30	–	–	﹤0.01%	475
2026 Q2	$2.41K	Hold	30	–	–	﹤0.01%	457
2026 Q1	$2.23K	Hold	30	–	–	﹤0.01%	466
2025 Q4	$2.59K	Hold	30	–	–	﹤0.01%	439
2025 Q3	$2.86K	Hold	30	–	–	﹤0.01%	456
2025 Q2	$3.02K	Hold	30	–	–	﹤0.01%	425
2025 Q1	$3.14K	Hold	30	–	–	﹤0.01%	434
2024 Q4	$3.81K	Hold	30	–	–	﹤0.01%	443
2024 Q3	$4.21K	Hold	30	–	–	﹤0.01%	417
2024 Q2	$3.78K	Hold	30	–	–	﹤0.01%	416
2024 Q1	$4.46K	Sell	30 -30	-50%	-$4.39K	﹤0.01%	381
2023 Q4	$8.74K	Hold	60	–	–	﹤0.01%	322
2023 Q3	$8.95K	Hold	60	–	–	﹤0.01%	308
2023 Q2	$10.4K	Hold	60	–	–	﹤0.01%	311
2023 Q1	$10.9K	Hold	60	–	–	﹤0.01%	302
2022 Q4	$10.7K	Hold	60	–	–	﹤0.01%	280
2022 Q3	$10K	Hold	60	–	–	﹤0.01%	275
2022 Q2	$10K	Hold	60	–	–	﹤0.01%	275
2022 Q1	$12K	Hold	60	–	–	﹤0.01%	275
2021 Q4	$13K	Hold	60	–	–	﹤0.01%	265
2021 Q3	$12K	Hold	60	–	–	﹤0.01%	246
2021 Q2	$12K	Sell	60 -23	-28%	-$4.28K	﹤0.01%	241
2021 Q1	$14K	Hold	83	–	–	0.01%	220
2020 Q4	$14K	Hold	83	–	–	0.01%	198
2020 Q3	$12K	Hold	83	–	–	0.01%	203
2020 Q2	$12K	Hold	83	–	–	0.01%	199
2020 Q1	$11K	Hold	83	–	–	0.01%	193
2019 Q4	$14K	Buy	+83	New	+$13.5K	0.01%	214

Other funds holding DEO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

IAG Wealth Partners's DEO Position: Q3 2026 in Review

IAG Wealth Partners held its Diageo (DEO) position steady in Q3 2026 at 30 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

IAG Wealth Partners first reported a position in DEO in Q4 2019 and has held it in 28 quarters since. The position peaked at $14K in Q1 2021. 378 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

IAG Wealth Partners held 30 shares of Diageo worth $2.57K as of Q3 2026.
IAG Wealth Partners left its Diageo share count unchanged in Q3 2026.
Diageo made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #475 holding.
IAG Wealth Partners first reported a position in Diageo in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Diageo position peaked at $14K in Q1 2021.
378 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.