WealthCollab’s Diageo DEO Stock Holding History

WealthCollab’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	$1.37K	Hold	17	–	–	﹤0.01%	893
2026 Q1	$1.27K	Buy	+17	New	+$1.48K	﹤0.01%	888
2025 Q2	–	Sell	-14	Closed	-$1.47K	–	971
2025 Q1	$1.47K	Buy	+14	New	+$1.58K	﹤0.01%	805
2024 Q3	–	Sell	-47	Closed	-$5.93K	–	901
2024 Q2	$5.93K	Hold	47	–	–	﹤0.01%	546
2024 Q1	$6.99K	Sell	47 -12	-20%	-$1.76K	0.01%	514
2023 Q4	$8.6K	Buy	+59	New	+$8.71K	0.01%	450

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthCollab's DEO Position: Q2 2026 in Review

WealthCollab held its Diageo (DEO) position steady in Q2 2026 at 17 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

WealthCollab first reported a position in DEO in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.6K in Q4 2023. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

WealthCollab held 17 shares of Diageo worth $1.37K as of Q2 2026.
WealthCollab left its Diageo share count unchanged in Q2 2026.
Diageo made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #893 holding.
WealthCollab first reported a position in Diageo in Q4 2023 and has held it in 6 quarters since.
WealthCollab's Diageo position peaked at $8.6K in Q4 2023.
724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.