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True Wealth Design’s Diageo DEO Stock Holding History

True Wealth Design’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 		$6.35K Buy
79
+59
+295% +$4.76K ﹤0.01% 1233
2026
Q1 		$1.49K Sell
20
-13
-39% -$1.13K ﹤0.01% 1662
2025
Q4 		$2.85K Buy
33
+32
+3,200% +$2.95K ﹤0.01% 1319
2025
Q3 		$96 Buy
+1
New +$105 ﹤0.01% 2449

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

True Wealth Design's DEO Position: Q2 2026 in Review

True Wealth Design increased its Diageo (DEO) stake by 295% in Q2 2026, buying an estimated $4.76K and bringing the position to 79 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

True Wealth Design first reported a position in DEO in Q3 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • True Wealth Design held 79 shares of Diageo worth $6.35K as of Q2 2026.
  • True Wealth Design bought 59 Diageo shares in Q2 2026, an estimated $4.76K.
  • Diageo made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1233 holding.
  • True Wealth Design first reported a position in Diageo in Q3 2025 and has held it in 4 quarters since.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.