Quaker Wealth Management’s Diageo DEO Stock Holding History

Quaker Wealth Management’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
2025 Q2	–	Sell	-31	Closed	-$3.21K	–	1081
2025 Q1	$3.21K	Buy	+31	New	+$3.5K	﹤0.01%	367

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Quaker Wealth Management's DEO Position: Q2 2026 in Review

Quaker Wealth Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 32 shares — an estimated $2.38K sold.

Quaker Wealth Management first reported a position in DEO in Q2 2025 and held it in 4 quarters. The position peaked at $3.13K in Q2 2025. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Quaker Wealth Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Quaker Wealth Management sold 32 Diageo shares in Q2 2026, an estimated $2.38K.
Quaker Wealth Management first reported a position in Diageo in Q2 2025 and held it in 4 quarters.
Quaker Wealth Management's Diageo position peaked at $3.13K in Q2 2025.
724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.