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Spire Wealth Management’s Diageo DEO Stock Holding History

Spire 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 		$7.26K Sell
90
-52
-37% -$4.2K ﹤0.01% 1734
2026
Q1 		$10.6K Sell
142
-180
-56% -$15.7K ﹤0.01% 1596
2025
Q4 		$27.7K Buy
322
+178
+124% +$16.4K ﹤0.01% 1363
2025
Q3 		$13.7K Sell
144
-27
-16% -$2.83K ﹤0.01% 1643
2025
Q2 		$17.2K Sell
171
-2,506
-94% -$272K ﹤0.01% 1563
2025
Q1 		$281K Sell
2,677
-868
-24% -$98.1K 0.01% 731
2024
Q4 		$451K Buy
3,545
+1,402
+65% +$178K 0.01% 576
2024
Q3 		$301K Sell
2,143
-190
-8% -$24.7K 0.01% 639
2024
Q2 		$294K Sell
2,333
-170
-7% -$23.4K 0.01% 623
2024
Q1 		$372K Sell
2,503
-33
-1% -$4.83K 0.01% 596
2023
Q4 		$351K Buy
2,536
+284
+13% +$41.9K 0.01% 602
2023
Q3 		$336K Sell
2,252
-3,664
-62% -$613K 0.01% 571
2023
Q2 		$1.03M Buy
5,916
+3,043
+106% +$543K 0.04% 345
2023
Q1 		$521K Buy
2,873
+804
+39% +$142K 0.02% 481
2022
Q4 		$369K Buy
2,069
+12
+0.6% +$2.1K 0.02% 419
2022
Q3 		$349K Sell
2,057
-1,356
-40% -$243K 0.02% 402
2022
Q2 		$594K Sell
3,413
-41
-1% -$7.8K 0.02% 429
2022
Q1 		$702K Sell
3,454
-220
-6% -$44.1K 0.02% 476
2021
Q4 		$809K Sell
3,674
-1,998
-35% -$410K 0.02% 541
2021
Q3 		$1.09M Sell
5,672
-296
-5% -$57.4K 0.03% 394
2021
Q2 		$1.14M Sell
5,968
-2,357
-28% -$438K 0.03% 390
2021
Q1 		$1.37M Buy
+8,325
New +$1.36M 0.04% 364

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

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

Spire Wealth Management reduced its Diageo (DEO) stake by 37% in Q2 2026, selling an estimated $4.2K and leaving 90 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Spire Wealth Management first reported a position in DEO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.37M in Q1 2021. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Spire Wealth Management held 90 shares of Diageo worth $7.26K as of Q2 2026.
  • Spire Wealth Management sold 52 Diageo shares in Q2 2026, an estimated $4.2K.
  • Diageo made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1734 holding.
  • Spire Wealth Management first reported a position in Diageo in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Diageo position peaked at $1.37M in Q1 2021.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.