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SHP Wealth Management’s Diageo DEO Stock Holding History

SHP 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
2026
Q2 		$2.55K Buy
32
+29
+967% +$2.34K ﹤0.01% 1330
2026
Q1 		$223 Buy
+3
New +$262 ﹤0.01% 1722

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

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

SHP Wealth Management increased its Diageo (DEO) stake by 967% in Q2 2026, buying an estimated $2.34K and bringing the position to 32 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

SHP Wealth Management first reported a position in DEO in Q1 2026 and has held it in 2 quarters since. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • SHP Wealth Management held 32 shares of Diageo worth $2.55K as of Q2 2026.
  • SHP Wealth Management bought 29 Diageo shares in Q2 2026, an estimated $2.34K.
  • Diageo made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1330 holding.
  • SHP Wealth Management first reported a position in Diageo in Q1 2026 and has held it in 2 quarters since.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.