SW
DEO icon

Simplicity Wealth’s Diageo DEO Stock Holding History

Simplicity Wealth’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 		$200K Buy
+2,493
New +$201K 0.01% 988
2026
Q1 		– Sell
-2,359
Closed -$203K – 765
2025
Q4 		$203K Sell
2,359
-292
-11% -$26.9K 0.01% 674
2025
Q3 		$253K Buy
+2,651
New +$278K 0.01% 605
2024
Q3 		– Sell
-26,920
Closed -$3.39M – 662
2024
Q2 		$3.39M Buy
26,920
+1,396
+5% +$192K 0.08% 251
2024
Q1 		$3.8M Buy
+25,524
New +$3.74M 0.09% 227

Other funds holding DEO

EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Simplicity Wealth's DEO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Diageo (DEO) in Q2 2026: 2,493 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DEO as recently as Q4 2025.

Simplicity Wealth first reported a position in DEO in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.8M in Q1 2024. 452 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Simplicity Wealth held 2,493 shares of Diageo worth $200K as of Q2 2026.
  • Diageo was a new Simplicity Wealth position in Q2 2026.
  • Diageo made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #988 holding.
  • Simplicity Wealth first reported a position in Diageo in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Diageo position peaked at $3.8M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.