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Strategic Wealth Partners’s Diageo DEO Stock Holding History

Strategic Wealth Partners’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 		$10.5K Sell
131
-7
-5% -$565 ﹤0.01% 910
2026
Q1 		$10.3K Buy
138
+3
+2% +$262 ﹤0.01% 889
2025
Q4 		$11.7K Sell
135
-522
-79% -$48.1K ﹤0.01% 845
2025
Q3 		$62.7K Buy
657
+517
+369% +$54.3K ﹤0.01% 511
2025
Q2 		$14.1K Buy
+140
New +$15.2K ﹤0.01% 725
2022
Q1 		– Sell
-1,035
Closed -$228K – 263
2021
Q4 		$228K Buy
+1,035
New +$212K 0.04% 258
2019
Q4 		– Sell
-375
Closed -$61 – 211
2019
Q3 		$61 Sell
375
-202
-35% -$33.8K ﹤0.01% 291
2019
Q2 		$99K Sell
577
-205
-26% -$34.5K 0.05% 181
2019
Q1 		$127K Buy
782
+140
+22% +$21.4K 0.06% 164
2018
Q4 		$93K Sell
642
-40
-6% -$5.63K 0.05% 181
2018
Q3 		$97K Hold
682
– – 0.05% 182
2018
Q2 		$98K Hold
682
– – 0.06% 196
2018
Q1 		$92K Sell
682
-85
-11% -$11.8K 0.05% 202
2017
Q4 		$104K Buy
+767
New +$106K 0.06% 178

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

Strategic Wealth Partners's DEO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Diageo (DEO) stake by 5.1% in Q2 2026, selling an estimated $565 and leaving 131 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Strategic Wealth Partners first reported a position in DEO in Q4 2017 and has held it in 14 quarters since. The position peaked at $228K in Q4 2021. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Strategic Wealth Partners held 131 shares of Diageo worth $10.5K as of Q2 2026.
  • Strategic Wealth Partners sold 7 Diageo shares in Q2 2026, an estimated $565.
  • Diageo made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #910 holding.
  • Strategic Wealth Partners first reported a position in Diageo in Q4 2017 and has held it in 14 quarters since.
  • Strategic Wealth Partners's Diageo position peaked at $228K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.