Three Bridge Wealth Advisors’s Diageo DEO Stock Holding History

Three Bridge Wealth Advisors’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	$556K	Buy	6,921 +53	+0.8%	+$4.28K	0.14%	60
2026 Q1	$511K	Buy	6,868 +537	+8%	+$46.8K	0.14%	62
2025 Q4	$546K	Buy	6,331 +85	+1%	+$7.83K	0.14%	56
2025 Q3	$596K	Buy	6,246 +124	+2%	+$13K	0.15%	56
2025 Q2	$617K	Buy	6,122 +328	+6%	+$35.6K	0.16%	58
2025 Q1	$617K	Buy	5,794 +547	+10%	+$61.8K	0.21%	51
2024 Q4	$667K	Sell	5,247 -136	-3%	-$17.3K	0.23%	51
2024 Q3	$768K	Buy	5,383 +352	+7%	+$45.7K	0.28%	50
2024 Q2	$634K	Sell	5,031 -431	-8%	-$59.4K	0.25%	52
2024 Q1	$821K	Buy	5,462 +1,505	+38%	+$220K	0.32%	45
2023 Q4	$576K	Buy	+3,957	New	+$584K	0.2%	54

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Three Bridge Wealth Advisors's DEO Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Diageo (DEO) stake by 0.77% in Q2 2026, buying an estimated $4.28K and bringing the position to 6,921 shares worth $556K. The position accounts for 0.14% of the portfolio, ranked #60.

Three Bridge Wealth Advisors first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $821K in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Three Bridge Wealth Advisors held 6,921 shares of Diageo worth $556K as of Q2 2026.
Three Bridge Wealth Advisors bought 53 Diageo shares in Q2 2026, an estimated $4.28K.
Diageo made up 0.14% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Three Bridge Wealth Advisors first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
Three Bridge Wealth Advisors's Diageo position peaked at $821K in Q1 2024.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.