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Prestige Wealth Management Group’s Diageo DEO Stock Holding History

Prestige Wealth Management Group’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 		$3.62K Hold
45
– – ﹤0.01% 651
2026
Q1 		$3.35K Sell
45
-19
-30% -$1.66K ﹤0.01% 635
2025
Q4 		$5.52K Buy
64
+19
+42% +$1.75K ﹤0.01% 554
2025
Q3 		$4.29K Hold
45
– – ﹤0.01% 598
2025
Q2 		$4.54K Hold
45
– – ﹤0.01% 574
2025
Q1 		$4.85K Sell
45
-40
-47% -$4.52K ﹤0.01% 568
2024
Q4 		$10.8K Hold
85
– – ﹤0.01% 449
2024
Q3 		$12.1K Hold
85
– – ﹤0.01% 416
2024
Q2 		$10.7K Sell
85
-2
-2% -$276 ﹤0.01% 397
2024
Q1 		$13.1K Hold
87
– – ﹤0.01% 407
2023
Q4 		$12.7K Hold
87
– – ﹤0.01% 406
2023
Q3 		$13.2K Hold
87
– – ﹤0.01% 393
2023
Q2 		$15.1K Hold
87
– – ﹤0.01% 397
2023
Q1 		$15.9K Sell
87
-29
-25% -$5.12K ﹤0.01% 365
2022
Q4 		$20.7K Buy
116
+29
+33% +$5.09K 0.01% 352
2022
Q3 		$15K Hold
87
– – ﹤0.01% 360
2022
Q2 		$15K Hold
87
– – ﹤0.01% 377
2022
Q1 		$18K Hold
87
– – ﹤0.01% 364
2021
Q4 		$19K Sell
87
-272
-76% -$55.8K ﹤0.01% 385
2021
Q3 		$69K Hold
359
– – 0.02% 226
2021
Q2 		$69K Hold
359
– – 0.02% 214
2021
Q1 		$59K Hold
359
– – 0.02% 234
2020
Q4 		$57K Hold
359
– – 0.02% 234
2020
Q3 		$50K Hold
359
– – 0.02% 249
2020
Q2 		$49K Hold
359
– – 0.02% 228
2020
Q1 		$45K Buy
359
+42
+13% +$6.3K 0.02% 183
2019
Q4 		$53K Hold
317
– – 0.03% 198
2019
Q3 		$52K Hold
317
– – 0.03% 194
2019
Q2 		$55K Hold
317
– – 0.03% 187
2019
Q1 		$52K Sell
317
-87
-22% -$13.3K 0.03% 185
2018
Q4 		$57K Buy
+404
New +$56.8K 0.04% 180

Other funds holding DEO

Fidelity Investments
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prestige Wealth Management Group's DEO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Diageo (DEO) position steady in Q2 2026 at 45 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Prestige Wealth Management Group first reported a position in DEO in Q4 2018 and has held it in 31 quarters since. The position peaked at $69K in Q3 2021. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Prestige Wealth Management Group held 45 shares of Diageo worth $3.62K as of Q2 2026.
  • Prestige Wealth Management Group left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #651 holding.
  • Prestige Wealth Management Group first reported a position in Diageo in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Diageo position peaked at $69K in Q3 2021.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.