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Retirement Wealth Solutions’s Diageo DEO Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.11K Hold
13
– – ﹤0.01% 714
2026
Q2 		$1.04K Sell
13
-2
-13% -$161 ﹤0.01% 635
2026
Q1 		$1.12K Buy
+15
New +$1.31K ﹤0.01% 620
2025
Q3 		– Sell
-62
Closed -$6.51K – 818
2025
Q2 		$6.27K Sell
62
-13
-17% -$1.41K ﹤0.01% 274
2025
Q1 		$7.87K Hold
75
– – 0.01% 250
2024
Q4 		$8.88K Buy
+75
New +$9.54K 0.01% 241

Other funds holding DEO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's DEO Position: Q3 2026 in Review

Retirement Wealth Solutions held its Diageo (DEO) position steady in Q3 2026 at 13 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Retirement Wealth Solutions first reported a position in DEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.88K in Q4 2024. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Diageo worth $1.11K as of Q3 2026.
  • Retirement Wealth Solutions left its Diageo share count unchanged in Q3 2026.
  • Diageo made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #714 holding.
  • Retirement Wealth Solutions first reported a position in Diageo in Q4 2024 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's Diageo position peaked at $8.88K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.