Premier Path Wealth Partners’s Diageo DEO Stock Holding History

Premier Path Wealth Partners’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	$372K	Sell	4,625 -2,658	-36%	-$215K	0.04%	321
2026 Q1	$542K	Sell	7,283 -1,603	-18%	-$140K	0.07%	256
2025 Q4	$767K	Sell	8,886 -3,178	-26%	-$293K	0.1%	199
2025 Q3	$1.15M	Buy	12,064 +1,069	+10%	+$112K	0.15%	159
2025 Q2	$1.11M	Sell	10,995 -52	-0.5%	-$5.64K	0.15%	161
2025 Q1	$1.16M	Buy	11,047 +760	+7%	+$85.9K	0.18%	141
2024 Q4	$1.31M	Buy	+10,287	New	+$1.31M	0.2%	118

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Premier Path Wealth Partners's DEO Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Diageo (DEO) stake by 36% in Q2 2026, selling an estimated $215K and leaving 4,625 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #321.

Premier Path Wealth Partners first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Premier Path Wealth Partners held 4,625 shares of Diageo worth $372K as of Q2 2026.
Premier Path Wealth Partners sold 2,658 Diageo shares in Q2 2026, an estimated $215K.
Diageo made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #321 holding.
Premier Path Wealth Partners first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
Premier Path Wealth Partners's Diageo position peaked at $1.31M in Q4 2024.
725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.