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Third View Private Wealth’s Diageo DEO Stock Holding History

Third View Private 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 		– Sell
-13,564
Closed -$1.01M – 299
2026
Q1 		$1.01M Buy
13,564
+691
+5% +$60.3K 0.14% 123
2025
Q4 		$1.11M Buy
+12,873
New +$1.19M 0.15% 123

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

Third View Private Wealth's DEO Position: Q2 2026 in Review

Third View Private Wealth sold out of Diageo (DEO) in Q2 2026, closing a stake of 13,564 shares — an estimated $1.01M sold.

Third View Private Wealth first reported a position in DEO in Q4 2025 and held it in 2 quarters. The position peaked at $1.11M in Q4 2025. 420 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Third View Private Wealth reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 13,564 Diageo shares in Q2 2026, an estimated $1.01M.
  • Third View Private Wealth first reported a position in Diageo in Q4 2025 and held it in 2 quarters.
  • Third View Private Wealth's Diageo position peaked at $1.11M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.