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
Q3 		$5.16M Buy
75,873
+272
+0.4% +$23.9K 0.01% 1064
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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's DEO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Diageo (DEO) stake by 0.36% in Q3 2026, buying an estimated $23.9K and bringing the position to 75,873 shares worth $5.16M. 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 15 quarters since. The position peaked at $16.6M in Q3 2024. 445 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 75,873 shares of Diageo worth $5.16M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 272 Diageo shares in Q3 2026, an estimated $23.9K.
  • Diageo made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1064 holding.
  • Wealth Enhancement Advisory Services first reported a position in Diageo in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Diageo position peaked at $16.6M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.