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 Q3	–	Sell	-4,625	Closed	-$372K	–	393
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Premier Path Wealth Partners's DEO Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Diageo (DEO) in Q3 2026, closing a stake of 4,625 shares — an estimated $372K sold.

Premier Path Wealth Partners first reported a position in DEO in Q4 2024 and held it in 7 quarters. The position peaked at $1.31M in Q4 2024. 404 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

Premier Path Wealth Partners reported no remaining Diageo position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 4,625 Diageo shares in Q3 2026, an estimated $372K.
Premier Path Wealth Partners first reported a position in Diageo in Q4 2024 and held it in 7 quarters.
Premier Path Wealth Partners's Diageo position peaked at $1.31M in Q4 2024.
404 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.