IMG Wealth Management
DEO icon

IMG Wealth Management’s Diageo DEO Stock Holding History

IMG 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
Q3 		$1.28K Hold
15
– – ﹤0.01% 515
2026
Q2 		$1.21K Hold
15
– – ﹤0.01% 496
2026
Q1 		$1.12K Hold
15
– – ﹤0.01% 468
2025
Q4 		$1.29K Sell
15
-113
-88% -$10.4K ﹤0.01% 541
2025
Q3 		$12.2K Hold
128
– – 0.01% 246
2025
Q2 		$12.9K Buy
128
+113
+753% +$12.3K 0.01% 239
2025
Q1 		$1.57K Hold
15
– – ﹤0.01% 268
2024
Q4 		$1.91K Buy
+15
New +$1.91K ﹤0.01% 234

Other funds holding DEO

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

IMG Wealth Management's DEO Position: Q3 2026 in Review

IMG Wealth Management held its Diageo (DEO) position steady in Q3 2026 at 15 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

IMG Wealth Management first reported a position in DEO in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.9K in Q2 2025. 242 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • IMG Wealth Management held 15 shares of Diageo worth $1.28K as of Q3 2026.
  • IMG Wealth Management left its Diageo share count unchanged in Q3 2026.
  • Diageo made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #515 holding.
  • IMG Wealth Management first reported a position in Diageo in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's Diageo position peaked at $12.9K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.