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Vise Technologies’s Diageo DEO Stock Holding History

Vise Technologies’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 		$968K Buy
12,037
+3,183
+36% +$257K 0.01% 809
2026
Q1 		$764K Hold
8,854
– – 0.02% 682
2025
Q4 		$764K Buy
8,854
+1,397
+19% +$129K 0.02% 687
2025
Q3 		$712K Sell
7,457
-1,652
-18% -$173K 0.03% 526
2025
Q2 		$919K Buy
+9,109
New +$988K 0.04% 458
2024
Q4 		$639K Buy
5,030
+1,504
+43% +$191K 0.05% 355
2024
Q3 		$495K Sell
3,526
-1,683
-32% -$219K 0.06% 303
2024
Q2 		$657K Sell
5,209
-212
-4% -$29.2K 0.12% 179
2024
Q1 		$806K Buy
5,421
+665
+14% +$97.3K 0.16% 137
2023
Q4 		$693K Buy
4,756
+230
+5% +$34K 0.15% 144
2023
Q3 		$675K Sell
4,526
-72
-2% -$12.1K 0.17% 132
2023
Q2 		$798K Sell
4,598
-305
-6% -$54.5K 0.19% 117
2023
Q1 		$888K Buy
4,903
+91
+2% +$16.1K 0.23% 99
2022
Q4 		$858K Sell
4,812
-436
-8% -$76.5K 0.27% 93
2022
Q3 		$891K Buy
5,248
+1,262
+32% +$226K 0.34% 60
2022
Q2 		$694K Buy
3,986
+206
+5% +$39.2K 0.27% 91
2022
Q1 		$768K Buy
3,780
+1,566
+71% +$314K 0.29% 86
2021
Q4 		$487K Buy
+2,214
New +$454K 0.13% 95

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

Vise Technologies's DEO Position: Q2 2026 in Review

Vise Technologies increased its Diageo (DEO) stake by 36% in Q2 2026, buying an estimated $257K and bringing the position to 12,037 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #809.

Vise Technologies first reported a position in DEO in Q4 2021 and has held it in 18 quarters since. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Vise Technologies held 12,037 shares of Diageo worth $968K as of Q2 2026.
  • Vise Technologies bought 3,183 Diageo shares in Q2 2026, an estimated $257K.
  • Diageo made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #809 holding.
  • Vise Technologies first reported a position in Diageo in Q4 2021 and has held it in 18 quarters since.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.