Wealth Enhancement Advisory Services
DEO icon

Wealth Enhancement Advisory Services’s Diageo DEO Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.56M Sell
75,601
-13,897
-16% -$1.12M 0.01% 1064
2026
Q1 		$4.08M Buy
89,498
+450
+0.5% +$39.3K 0.01% 993
2025
Q4 		$7.83M Sell
89,048
-57,668
-39% -$5.31M 0.01% 797
2025
Q3 		$14.1M Buy
146,716
+4,791
+3% +$503K 0.02% 538
2025
Q2 		$14.9M Buy
141,925
+3,673
+3% +$398K 0.02% 512
2025
Q1 		$14.5M Buy
138,252
+19,327
+16% +$2.18M 0.03% 491
2024
Q4 		$15.1M Buy
118,925
+559
+0.5% +$71.1K 0.03% 444
2024
Q3 		$16.6M Buy
118,366
+6,321
+6% +$821K 0.04% 388
2024
Q2 		$14.1M Buy
112,045
+4,593
+4% +$633K 0.03% 401
2024
Q1 		$16M Buy
107,452
+6,927
+7% +$1.01M 0.04% 366
2023
Q4 		$14.6M Buy
100,525
+6,413
+7% +$947K 0.04% 360
2023
Q3 		$14M Buy
94,112
+92,770
+6,913% +$15.5M 0.05% 339
2023
Q2 		$233K Buy
1,342
+33
+3% +$5.89K ﹤0.01% 474
2023
Q1 		$237K Buy
+1,309
New +$231K ﹤0.01% 481

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's DEO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Diageo (DEO) stake by 16% in Q2 2026, selling an estimated $1.12M and leaving 75,601 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #1064.

Wealth Enhancement Advisory Services first reported a position in DEO in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.6M in Q3 2024. 138 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,601 shares of Diageo worth $4.56M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,897 Diageo shares in Q2 2026, an estimated $1.12M.
  • Diageo made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1064 holding.
  • Wealth Enhancement Advisory Services first reported a position in Diageo in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Diageo position peaked at $16.6M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.