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VSM Wealth Advisory’s Diageo DEO Stock Holding History

VSM Wealth Advisory’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 		$8.04K Sell
100
-81
-45% -$6.54K ﹤0.01% 379
2026
Q1 		$13.5K Hold
181
– – ﹤0.01% 335
2025
Q4 		$15.6K Hold
181
– – ﹤0.01% 290
2025
Q3 		$17.3K Hold
181
– – 0.01% 290
2025
Q2 		$18.3K Sell
181
-600
-77% -$65.1K 0.01% 315
2025
Q1 		$81.8K Hold
781
– – 0.03% 149
2024
Q4 		$99.3K Buy
+781
New +$99.4K 0.04% 132

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

VSM Wealth Advisory's DEO Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Diageo (DEO) stake by 45% in Q2 2026, selling an estimated $6.54K and leaving 100 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

VSM Wealth Advisory first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.3K in Q4 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • VSM Wealth Advisory held 100 shares of Diageo worth $8.04K as of Q2 2026.
  • VSM Wealth Advisory sold 81 Diageo shares in Q2 2026, an estimated $6.54K.
  • Diageo made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #379 holding.
  • VSM Wealth Advisory first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Diageo position peaked at $99.3K in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.