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Maia Wealth’s Diageo DEO Stock Holding History

Maia Wealth’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
-6,214
Closed -$463K – 359
2026
Q1 		$463K Sell
6,214
-2,313
-27% -$202K 0.08% 227
2025
Q4 		$853K Sell
8,527
-1,136
-12% -$105K 0.15% 157
2025
Q3 		$918K Sell
9,663
-2,663
-22% -$279K 0.15% 151
2025
Q2 		$1.24M Sell
12,326
-1,984
-14% -$215K 0.24% 111
2025
Q1 		$1.58M Buy
14,310
+1,198
+9% +$135K 0.36% 72
2024
Q4 		$1.65M Buy
13,112
+2,593
+25% +$330K 0.35% 67
2024
Q3 		$1.41M Buy
10,519
+3,481
+49% +$452K 0.35% 72
2024
Q2 		$909K Buy
+7,038
New +$970K 0.27% 77

Other funds holding DEO

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Maia Wealth's DEO Position: Q2 2026 in Review

Maia Wealth sold out of Diageo (DEO) in Q2 2026, closing a stake of 6,214 shares — an estimated $463K sold.

Maia Wealth first reported a position in DEO in Q2 2024 and held it in 8 quarters. The position peaked at $1.65M in Q4 2024. 235 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Maia Wealth reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Maia Wealth sold 6,214 Diageo shares in Q2 2026, an estimated $463K.
  • Maia Wealth first reported a position in Diageo in Q2 2024 and held it in 8 quarters.
  • Maia Wealth's Diageo position peaked at $1.65M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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