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Institute for Wealth Management’s Diageo DEO Stock Holding History

Institute for 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
Q2 		$49.2K Buy
+612
New +$49.4K ﹤0.01% 876

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's DEO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Diageo (DEO) in Q2 2026: 612 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

447 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Institute for Wealth Management held 612 shares of Diageo worth $49.2K as of Q2 2026.
  • Diageo was a new Institute for Wealth Management position in Q2 2026.
  • Diageo made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #876 holding.
  • 447 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.