Mitchell & Pahl Private Wealth
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
Q3 		$793K Buy
9,259
+783
+9% +$68.9K 0.29% 107
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% +$9.9K 0.37% 99
2024
Q1 		$817K Buy
5,491
+358
+7% +$52.4K 0.43% 89
2023
Q4 		$748K Buy
5,133
+67
+1% +$9.9K 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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Mitchell & Pahl Private Wealth's DEO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Diageo (DEO) stake by 9.2% in Q3 2026, buying an estimated $68.9K and bringing the position to 9,259 shares worth $793K. The position accounts for 0.29% of the portfolio, ranked #107.

Mitchell & Pahl Private Wealth first reported a position in DEO in Q4 2020 and has held it in 24 quarters since. The position peaked at $844K in Q3 2024. 156 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 9,259 shares of Diageo worth $793K as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 783 Diageo shares in Q3 2026, an estimated $68.9K.
  • Diageo made up 0.29% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #107 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Diageo in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Diageo position peaked at $844K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.