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Meramec Financial Planners’s Diageo DEO Stock Holding History

Meramec Financial Planners’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 		$79.4K Hold
932
– – 0.03% 192
2026
Q1 		$76.6K Hold
932
– – 0.03% 179
2025
Q4 		$90.3K Buy
+932
New +$85.8K 0.04% 174

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

Meramec Financial Planners's DEO Position: Q2 2026 in Review

Meramec Financial Planners held its Diageo (DEO) position steady in Q2 2026 at 932 shares worth $79.4K. The position accounts for 0.03% of the portfolio, ranked #192.

Meramec Financial Planners first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.3K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Meramec Financial Planners held 932 shares of Diageo worth $79.4K as of Q2 2026.
  • Meramec Financial Planners left its Diageo share count unchanged in Q2 2026.
  • Diageo made up 0.03% of Meramec Financial Planners's portfolio in Q2 2026, its #192 holding.
  • Meramec Financial Planners first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Diageo position peaked at $90.3K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.