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Prospera Financial Services’s Diageo DEO Stock Holding History

Prospera Financial Services’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 		$720K Buy
8,950
+3,338
+59% +$270K 0.01% 895
2026
Q1 		$418K Buy
+5,612
New +$490K 0.01% 1070
2025
Q4 		– Sell
-18,382
Closed -$1.76M – 1374
2025
Q3 		$1.76M Buy
18,382
+143
+0.8% +$15K 0.03% 508
2025
Q2 		$1.84M Buy
18,239
+479
+3% +$52K 0.03% 487
2025
Q1 		$1.86M Buy
17,760
+2,225
+14% +$251K 0.04% 403
2024
Q4 		$1.98M Buy
15,535
+82
+0.5% +$10.4K 0.05% 370
2024
Q3 		$2.17M Buy
15,453
+3,178
+26% +$413K 0.06% 322
2024
Q2 		$1.55M Sell
12,275
-6,164
-33% -$849K 0.04% 388
2024
Q1 		$2.74M Buy
18,439
+809
+5% +$118K 0.08% 276
2023
Q4 		$2.57M Buy
17,630
+1,815
+11% +$268K 0.09% 267
2023
Q3 		$2.36M Buy
15,815
+206
+1% +$34.5K 0.09% 242
2023
Q2 		$2.71M Buy
15,609
+1,538
+11% +$275K 0.1% 219
2023
Q1 		$2.55M Buy
14,071
+2,563
+22% +$452K 0.1% 234
2022
Q4 		$2.05M Buy
11,508
+544
+5% +$95.4K 0.1% 225
2022
Q3 		$1.86M Buy
10,964
+868
+9% +$156K 0.1% 242
2022
Q2 		$1.76M Buy
10,096
+224
+2% +$42.6K 0.09% 261
2022
Q1 		$2.01M Buy
9,872
+930
+10% +$186K 0.08% 272
2021
Q4 		$1.97M Buy
8,942
+693
+8% +$142K 0.09% 266
2021
Q3 		$1.59M Buy
8,249
+505
+7% +$97.9K 0.08% 285
2021
Q2 		$1.48M Sell
7,744
-291
-4% -$54.1K 0.07% 301
2021
Q1 		$1.32M Buy
8,035
+832
+12% +$136K 0.08% 287
2020
Q4 		$1.14M Buy
7,203
+6,821
+1,786% +$1.02M 0.08% 264
2020
Q3 		$52K Sell
382
-5,863
-94% -$808K 0.02% 603
2020
Q2 		$836K Buy
6,245
+1,092
+21% +$150K 0.07% 264
2020
Q1 		$655K Sell
5,153
-127
-2% -$19.1K 0.07% 263
2019
Q4 		$889K Buy
5,280
+1,226
+30% +$199K 0.07% 276
2019
Q3 		$663K Buy
4,054
+1,239
+44% +$207K 0.07% 239
2019
Q2 		$486K Buy
2,815
+473
+20% +$79.5K 0.05% 292
2019
Q1 		$382K Buy
2,342
+126
+6% +$19.2K 0.13% 212
2018
Q4 		$311K Buy
2,216
+310
+16% +$43.6K 0.06% 272
2018
Q3 		$270K Sell
1,906
-1,105
-37% -$159K 0.05% 333
2018
Q2 		$437K Sell
3,011
-157
-5% -$22.5K 0.06% 259
2018
Q1 		$435K Sell
3,168
-297
-9% -$41.3K 0.06% 262
2017
Q4 		$502K Sell
3,465
-161
-4% -$22.2K 0.08% 217
2017
Q3 		$482K Buy
3,626
+186
+5% +$24K 0.07% 249
2017
Q2 		$408K Buy
+3,440
New +$410K 0.07% 249

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

Prospera Financial Services's DEO Position: Q2 2026 in Review

Prospera Financial Services increased its Diageo (DEO) stake by 59% in Q2 2026, buying an estimated $270K and bringing the position to 8,950 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #895.

Prospera Financial Services first reported a position in DEO in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.74M in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Prospera Financial Services held 8,950 shares of Diageo worth $720K as of Q2 2026.
  • Prospera Financial Services bought 3,338 Diageo shares in Q2 2026, an estimated $270K.
  • Diageo made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #895 holding.
  • Prospera Financial Services first reported a position in Diageo in Q2 2017 and has held it in 36 quarters since.
  • Prospera Financial Services's Diageo position peaked at $2.74M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.