IHT Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,911
| Closed | -$366K | – | 1268 |
|
|
2026
Q1 | $366K | Sell |
4,911
-13,066
| -73% | -$1.14M | 0.01% | 938 |
|
|
2025
Q4 | $1.55M | Buy |
17,977
+12,927
| +256% | +$1.19M | 0.04% | 408 |
|
|
2025
Q3 | $482K | Buy |
5,050
+156
| +3% | +$16.4K | 0.01% | 753 |
|
|
2025
Q2 | $494K | Buy |
4,894
+746
| +18% | +$80.9K | 0.01% | 705 |
|
|
2025
Q1 | $435K | Sell |
4,148
-182
| -4% | -$20.6K | 0.01% | 720 |
|
|
2024
Q4 | $551K | Sell |
4,330
-3,616
| -46% | -$460K | 0.02% | 653 |
|
|
2024
Q3 | $1.11M | Buy |
7,946
+3,986
| +101% | +$518K | 0.03% | 474 |
|
|
2024
Q2 | $499K | Sell |
3,960
-70
| -2% | -$9.64K | 0.02% | 638 |
|
|
2024
Q1 | $599K | Buy |
+4,030
| New | +$590K | 0.02% | 576 |
|
|
2023
Q4 | – | Sell |
-1,458
| Closed | -$218K | – | 990 |
|
|
2023
Q3 | $218K | Sell |
1,458
-173
| -11% | -$29K | 0.01% | 855 |
|
|
2023
Q2 | $283K | Buy |
1,631
+124
| +8% | +$22.1K | 0.01% | 751 |
|
|
2023
Q1 | $273K | Buy |
1,507
+201
| +15% | +$35.5K | 0.02% | 731 |
|
|
2022
Q4 | $233K | Buy |
1,306
+12
| +0.9% | +$2.1K | 0.01% | 764 |
|
|
2022
Q3 | $220K | Buy |
+1,294
| New | +$232K | 0.02% | 749 |
|
|
2021
Q3 | – | Sell |
-1,655
| Closed | -$317K | – | 847 |
|
|
2021
Q2 | $317K | Sell |
1,655
-10
| -0.6% | -$1.86K | 0.02% | 690 |
|
|
2021
Q1 | $273K | Sell |
1,665
-1
| -0.1% | -$164 | 0.02% | 660 |
|
|
2020
Q4 | $265K | Sell |
1,666
-205
| -11% | -$30.6K | 0.02% | 598 |
|
|
2020
Q3 | $258K | Buy |
+1,871
| New | +$258K | 0.03% | 525 |
|
|
2020
Q1 | – | Sell |
-1,407
| Closed | -$237K | – | 573 |
|
|
2019
Q4 | $237K | Sell |
1,407
-24
| -2% | -$3.9K | 0.03% | 519 |
|
|
2019
Q3 | $234K | Buy |
+1,431
| New | +$239K | 0.03% | 493 |
|
|
2018
Q2 | – | Sell |
-346
| Closed | -$46K | – | 633 |
|
|
2018
Q1 | $46K | Hold |
346
| – | – | 0.01% | 704 |
|
|
2017
Q4 | $50K | Buy |
346
+1
| +0.3% | +$138 | 0.01% | 696 |
|
|
2017
Q3 | $46K | Hold |
345
| – | – | 0.02% | 543 |
|
|
2017
Q2 | $114 | Sell |
345
-45
| -12% | -$5.36K | 0.06% | 313 |
|
|
2017
Q1 | $45K | Sell |
390
-76
| -16% | -$8.53K | 0.03% | 438 |
|
|
2016
Q4 | $49K | Buy |
+466
| New | +$49K | 0.04% | 393 |
|
Other funds holding DEO
OAG
EIC
MG
BC
IHT Wealth Management's DEO Position: Q2 2026 in Review
IHT Wealth Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 4,911 shares — an estimated $366K sold.
IHT Wealth Management first reported a position in DEO in Q4 2016 and held it in 26 quarters. The position peaked at $1.55M in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.
- IHT Wealth Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
- IHT Wealth Management sold 4,911 Diageo shares in Q2 2026, an estimated $366K.
- IHT Wealth Management first reported a position in Diageo in Q4 2016 and held it in 26 quarters.
- IHT Wealth Management's Diageo position peaked at $1.55M in Q4 2025.
- 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.