MWM
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Moran Wealth Management’s Diageo DEO Stock Holding History

Moran 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 		$7.19M Buy
89,478
+6,139
+7% +$496K 0.2% 164
2026
Q1 		$6.2M Buy
83,339
+31,394
+60% +$2.74M 0.19% 166
2025
Q4 		$4.48M Buy
51,945
+8,320
+19% +$766K 0.14% 212
2025
Q3 		$4.16M Buy
43,625
+1,608
+4% +$169K 0.13% 201
2025
Q2 		$4.24M Buy
42,017
+2,598
+7% +$282K 0.13% 205
2025
Q1 		$4.13M Buy
39,419
+1,992
+5% +$225K 0.14% 201
2024
Q4 		$4.76M Sell
37,427
-2,191
-6% -$279K 0.15% 174
2024
Q3 		$5.56M Sell
39,618
-287
-0.7% -$37.3K 0.17% 160
2024
Q2 		$5.03M Buy
39,905
+2,295
+6% +$316K 0.17% 170
2024
Q1 		$5.59M Buy
37,610
+2,145
+6% +$314K 0.18% 155
2023
Q4 		$5.17M Buy
+35,465
New +$5.24M 0.18% 158

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

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

Moran Wealth Management increased its Diageo (DEO) stake by 7.4% in Q2 2026, buying an estimated $496K and bringing the position to 89,478 shares worth $7.19M. The position accounts for 0.2% of the portfolio, ranked #164.

Moran Wealth Management first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Moran Wealth Management held 89,478 shares of Diageo worth $7.19M as of Q2 2026.
  • Moran Wealth Management bought 6,139 Diageo shares in Q2 2026, an estimated $496K.
  • Diageo made up 0.2% of Moran Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Moran Wealth Management first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.