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JPL Wealth Management’s Diageo DEO Stock Holding History

JPL 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 		$3.86K Buy
+48
New +$3.88K ﹤0.01% 847
2025
Q4 		– Sell
-6
Closed -$573 – 368
2025
Q3 		$573 Buy
+6
New +$630 ﹤0.01% 1062

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JPL Wealth Management's DEO Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Diageo (DEO) in Q2 2026: 48 shares worth $3.86K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DEO as recently as Q3 2025.

JPL Wealth Management first reported a position in DEO in Q3 2025 and has held it in 2 quarters since. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • JPL Wealth Management held 48 shares of Diageo worth $3.86K as of Q2 2026.
  • Diageo was a new JPL Wealth Management position in Q2 2026.
  • Diageo made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #847 holding.
  • JPL Wealth Management first reported a position in Diageo in Q3 2025 and has held it in 2 quarters since.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.