MPPW
DEO icon

Mitchell & Pahl Private Wealth’s Diageo DEO Stock Holding History

Mitchell & Pahl Private 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 		$681K Buy
8,476
+365
+5% +$29.5K 0.25% 117
2026
Q1 		$604K Buy
8,111
+1,223
+18% +$107K 0.25% 118
2025
Q4 		$594K Buy
6,888
+39
+0.6% +$3.59K 0.25% 123
2025
Q3 		$654K Buy
6,849
+75
+1% +$7.87K 0.27% 116
2025
Q2 		$683K Buy
6,774
+327
+5% +$35.5K 0.3% 115
2025
Q1 		$676K Buy
6,447
+21
+0.3% +$2.37K 0.32% 107
2024
Q4 		$817K Buy
6,426
+414
+7% +$52.7K 0.38% 93
2024
Q3 		$844K Buy
6,012
+449
+8% +$58.3K 0.39% 95
2024
Q2 		$701K Buy
5,563
+72
+1% +$9.92K 0.37% 99
2024
Q1 		$817K Buy
5,491
+358
+7% +$52.4K 0.43% 89
2023
Q4 		$748K Buy
5,133
+67
+1% +$9.89K 0.42% 90
2023
Q3 		$756K Buy
5,066
+489
+11% +$81.9K 0.45% 80
2023
Q2 		$794K Buy
4,577
+140
+3% +$25K 0.48% 74
2023
Q1 		$804K Buy
4,437
+16
+0.4% +$2.82K 0.5% 68
2022
Q4 		$788K Buy
4,421
+28
+0.6% +$4.91K 0.52% 70
2022
Q3 		$746K Buy
4,393
+98
+2% +$17.6K 0.55% 68
2022
Q2 		$748K Buy
4,295
+213
+5% +$40.5K 0.52% 73
2022
Q1 		$829K Buy
4,082
+313
+8% +$62.7K 0.53% 67
2021
Q4 		$830K Buy
3,769
+99
+3% +$20.3K 0.53% 64
2021
Q3 		$708K Buy
3,670
+57
+2% +$11K 0.51% 70
2021
Q2 		$693K Buy
3,613
+102
+3% +$19K 0.5% 73
2021
Q1 		$577K Buy
3,511
+165
+5% +$27K 0.45% 78
2020
Q4 		$531K Buy
+3,346
New +$499K 0.45% 78

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Mitchell & Pahl Private Wealth's DEO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Diageo (DEO) stake by 4.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 8,476 shares worth $681K. The position accounts for 0.25% of the portfolio, ranked #117.

Mitchell & Pahl Private Wealth first reported a position in DEO in Q4 2020 and has held it in 23 quarters since. The position peaked at $844K in Q3 2024. 97 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 8,476 shares of Diageo worth $681K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 365 Diageo shares in Q2 2026, an estimated $29.5K.
  • Diageo made up 0.25% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #117 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Diageo in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Diageo position peaked at $844K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.