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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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. 263 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.
263 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.