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Purpose Unlimited Inc’s Diageo DEO Stock Holding History

Purpose Unlimited Inc’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 		$6.13K Sell
75
-8
-10% -$646 ﹤0.01% 477
2026
Q1 		$6.18K Sell
83
-48
-37% -$4.19K ﹤0.01% 427
2025
Q4 		$11.3K Buy
+131
New +$12.1K ﹤0.01% 303

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

Purpose Unlimited Inc's DEO Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Diageo (DEO) stake by 9.6% in Q2 2026, selling an estimated $646 and leaving 75 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Purpose Unlimited Inc first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q4 2025. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Purpose Unlimited Inc held 75 shares of Diageo worth $6.13K as of Q2 2026.
  • Purpose Unlimited Inc sold 8 Diageo shares in Q2 2026, an estimated $646.
  • Diageo made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #477 holding.
  • Purpose Unlimited Inc first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Diageo position peaked at $11.3K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.