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Twin Peaks Wealth Advisors’s Diageo DEO Stock Holding History

Twin Peaks 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 		– Sell
-100
Closed -$7.45K – 726
2026
Q1 		$7.45K Buy
+100
New +$8.72K ﹤0.01% 1208
2025
Q3 		– Sell
-233
Closed -$26K – 650
2025
Q2 		$26K Buy
+233
New +$25.3K 0.01% 511

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

Twin Peaks Wealth Advisors's DEO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Diageo (DEO) in Q2 2026, closing a stake of 100 shares — an estimated $7.45K sold.

Twin Peaks Wealth Advisors first reported a position in DEO in Q2 2025 and held it in 2 quarters. The position peaked at $26K in Q2 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 100 Diageo shares in Q2 2026, an estimated $7.45K.
  • Twin Peaks Wealth Advisors first reported a position in Diageo in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Diageo position peaked at $26K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.