MWM
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Mosley Wealth Management’s Diageo DEO Stock Holding History

Mosley 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 		$1K Hold
12
– – ﹤0.01% 567
2026
Q1 		$1.15K Buy
+12
New +$1.05K ﹤0.01% 414

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Mosley Wealth Management held its Diageo (DEO) position steady in Q2 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Mosley Wealth Management first reported a position in DEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.15K in Q1 2026. 420 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Mosley Wealth Management held 12 shares of Diageo worth $1K as of Q2 2026.
  • Mosley Wealth Management left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Mosley Wealth Management first reported a position in Diageo in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Diageo position peaked at $1.15K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.