RWS
DEO icon

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
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

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

Retirement Wealth Solutions's DEO Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Diageo (DEO) stake by 13% in Q2 2026, selling an estimated $161 and leaving 13 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Retirement Wealth Solutions first reported a position in DEO in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.88K in Q4 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Retirement Wealth Solutions held 13 shares of Diageo worth $1.04K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Diageo shares in Q2 2026, an estimated $161.
  • Diageo made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #635 holding.
  • Retirement Wealth Solutions first reported a position in Diageo in Q4 2024 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Diageo position peaked at $8.88K in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.