NWWA
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New Wave Wealth Advisors’s Diageo DEO Stock Holding History

New Wave Wealth Advisors’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 		$449K Buy
5,590
+1,730
+45% +$140K 0.12% 143
2026
Q1 		$287K Buy
3,860
+896
+30% +$78.2K 0.1% 147
2025
Q4 		$256K Buy
2,964
+760
+34% +$70K 0.09% 154
2025
Q3 		$210K Buy
+2,204
New +$231K 0.08% 161
2025
Q1 		– Sell
-100
Closed -$12.7K – 264
2024
Q4 		$12.7K Buy
+100
New +$12.7K 0.01% 327

Other funds holding DEO

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

New Wave Wealth Advisors's DEO Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Diageo (DEO) stake by 45% in Q2 2026, buying an estimated $140K and bringing the position to 5,590 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #143.

New Wave Wealth Advisors first reported a position in DEO in Q4 2024 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • New Wave Wealth Advisors held 5,590 shares of Diageo worth $449K as of Q2 2026.
  • New Wave Wealth Advisors bought 1,730 Diageo shares in Q2 2026, an estimated $140K.
  • Diageo made up 0.12% of New Wave Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • New Wave Wealth Advisors first reported a position in Diageo in Q4 2024 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.