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

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

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. 723 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.
  • 723 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.