MWM
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Mission Wealth Management’s Diageo DEO Stock Holding History

Mission 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 		$366K Buy
4,552
+1,648
+57% +$133K ﹤0.01% 794
2026
Q1 		$216K Sell
2,904
-88
-3% -$7.68K ﹤0.01% 688
2025
Q4 		$258K Buy
2,992
+114
+4% +$10.5K 0.01% 641
2025
Q3 		$275K Sell
2,878
-465
-14% -$48.8K 0.01% 610
2025
Q2 		$337K Sell
3,343
-821
-20% -$89.1K 0.01% 561
2025
Q1 		$436K Buy
4,164
+66
+2% +$7.46K 0.01% 493
2024
Q4 		$521K Buy
4,098
+29
+0.7% +$3.69K 0.01% 417
2024
Q3 		$571K Buy
4,069
+873
+27% +$113K 0.01% 404
2024
Q2 		$403K Buy
3,196
+322
+11% +$44.4K 0.01% 461
2024
Q1 		$427K Buy
2,874
+279
+11% +$40.8K 0.01% 472
2023
Q4 		$378K Sell
2,595
-57
-2% -$8.42K 0.01% 428
2023
Q3 		$396K Buy
2,652
+18
+0.7% +$3.01K 0.01% 394
2023
Q2 		$457K Sell
2,634
-361
-12% -$64.4K 0.02% 358
2023
Q1 		$543K Buy
2,995
+221
+8% +$39K 0.02% 317
2022
Q4 		$494K Sell
2,774
-19
-0.7% -$3.33K 0.02% 318
2022
Q3 		$474K Buy
2,793
+375
+16% +$67.2K 0.03% 300
2022
Q2 		$421K Buy
2,418
+251
+12% +$47.7K 0.02% 331
2022
Q1 		$440K Sell
2,167
-79
-4% -$15.8K 0.02% 338
2021
Q4 		$494K Buy
2,246
+113
+5% +$23.2K 0.02% 311
2021
Q3 		$412K Buy
2,133
+331
+18% +$64.1K 0.02% 333
2021
Q2 		$346K Sell
1,802
-99
-5% -$18.4K 0.02% 363
2021
Q1 		$312K Buy
1,901
+358
+23% +$58.6K 0.02% 353
2020
Q4 		$245K Buy
+1,543
New +$230K 0.02% 366
2020
Q2 		– Sell
-1,890
Closed -$240K – 337
2020
Q1 		$240K Sell
1,890
-34
-2% -$5.1K 0.03% 253
2019
Q4 		$324K Buy
1,924
+33
+2% +$5.36K 0.03% 242
2019
Q3 		$309K Buy
1,891
+452
+31% +$75.6K 0.03% 228
2019
Q2 		$248K Sell
1,439
-11
-0.8% -$1.85K 0.03% 262
2019
Q1 		$237K Buy
1,450
+11
+0.8% +$1.68K 0.03% 275
2018
Q4 		$204K Buy
+1,439
New +$202K 0.03% 262
2018
Q3 		– Sell
-1,413
Closed -$203K – 284
2018
Q2 		$203K Buy
+1,413
New +$202K 0.03% 250
2018
Q1 		– Sell
-1,396
Closed -$204K – 243
2017
Q4 		$204K Buy
+1,396
New +$192K 0.03% 211
2017
Q1 		– Sell
-3,146
Closed -$327K – 203
2016
Q4 		$327K Buy
3,146
+5
+0.2% +$526 0.07% 122
2016
Q3 		$364K Hold
3,141
– – 0.09% 107
2016
Q2 		$355K Sell
3,141
-615
-16% -$66.5K 0.09% 99
2016
Q1 		$405K Buy
3,756
+15
+0.4% +$1.59K 0.11% 91
2015
Q4 		$408K Sell
3,741
-109
-3% -$12.3K 0.11% 78
2015
Q3 		$415K Buy
3,850
+240
+7% +$26.7K 0.13% 76
2015
Q2 		$399K Buy
+3,610
New +$411K 0.14% 79

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

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

Mission Wealth Management increased its Diageo (DEO) stake by 57% in Q2 2026, buying an estimated $133K and bringing the position to 4,552 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Mission Wealth Management first reported a position in DEO in Q2 2015 and has held it in 38 quarters since. The position peaked at $571K in Q3 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Mission Wealth Management held 4,552 shares of Diageo worth $366K as of Q2 2026.
  • Mission Wealth Management bought 1,648 Diageo shares in Q2 2026, an estimated $133K.
  • Diageo made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Mission Wealth Management first reported a position in Diageo in Q2 2015 and has held it in 38 quarters since.
  • Mission Wealth Management's Diageo position peaked at $571K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.