Keebeck Wealth Management’s Diageo DEO Stock Holding History

Keebeck 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	$291K	Buy	3,622 +870	+32%	+$70.2K	0.03%	391
2026 Q1	$205K	Buy	+2,752	New	+$240K	0.02%	402
2020 Q3	–	Sell	-269	Closed	-$36K	–	223
2020 Q2	$36K	Buy	+269	New	+$36.9K	0.01%	244

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Keebeck Wealth Management increased its Diageo (DEO) stake by 32% in Q2 2026, buying an estimated $70.2K and bringing the position to 3,622 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #391.

Keebeck Wealth Management first reported a position in DEO in Q2 2020 and has held it in 3 quarters since. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Keebeck Wealth Management held 3,622 shares of Diageo worth $291K as of Q2 2026.
Keebeck Wealth Management bought 870 Diageo shares in Q2 2026, an estimated $70.2K.
Diageo made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #391 holding.
Keebeck Wealth Management first reported a position in Diageo in Q2 2020 and has held it in 3 quarters since.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.