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Physician Wealth Advisors’s Diageo DEO Stock Holding History

Physician 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 		$4.18K Buy
52
+33
+174% +$2.66K ﹤0.01% 1177
2026
Q1 		$1.42K Sell
19
-1
-5% -$87 ﹤0.01% 1499
2025
Q4 		$1.73K Buy
20
+7
+54% +$645 ﹤0.01% 1356
2025
Q3 		$1.24K Sell
13
-7
-35% -$735 ﹤0.01% 1447
2025
Q2 		$2.02K Buy
20
+10
+100% +$1.08K ﹤0.01% 1042
2025
Q1 		$1.05K Sell
10
-60
-86% -$6.78K ﹤0.01% 1021
2024
Q4 		$8.9K Buy
+70
New +$8.91K ﹤0.01% 646

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
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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Physician Wealth Advisors's DEO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Diageo (DEO) stake by 174% in Q2 2026, buying an estimated $2.66K and bringing the position to 52 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Physician Wealth Advisors first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.9K in Q4 2024. 160 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Physician Wealth Advisors held 52 shares of Diageo worth $4.18K as of Q2 2026.
  • Physician Wealth Advisors bought 33 Diageo shares in Q2 2026, an estimated $2.66K.
  • Diageo made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1177 holding.
  • Physician Wealth Advisors first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Diageo position peaked at $8.9K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.