Magnolia Wealth Management’s Diageo DEO Stock Holding History

Magnolia 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	–	Sell	-100	Closed	-$7.45K	–	59
2026 Q1	$7.45K	Buy	+100	New	+$8.72K	﹤0.01%	154

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

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

Magnolia Wealth Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 100 shares — an estimated $7.45K sold.

Magnolia Wealth Management first reported a position in DEO in Q1 2026 and held it in 1 quarter. The position peaked at $7.45K in Q1 2026. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Magnolia Wealth Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 100 Diageo shares in Q2 2026, an estimated $7.45K.
Magnolia Wealth Management first reported a position in Diageo in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's Diageo position peaked at $7.45K in Q1 2026.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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