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Wealthspire Advisors (New York)’s Diageo DEO Stock Holding History

Wealthspire Advisors (New York)’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 		$473K Sell
5,881
-1,618
-22% -$131K ﹤0.01% 821
2026
Q1 		$558K Sell
7,499
-1,237
-14% -$108K ﹤0.01% 543
2025
Q4 		$754K Buy
8,736
+773
+10% +$71.2K 0.01% 495
2025
Q3 		$760K Sell
7,963
-334
-4% -$35.1K ﹤0.01% 444
2025
Q2 		$837K Sell
8,297
-101
-1% -$11K ﹤0.01% 425
2025
Q1 		$880K Sell
8,398
-761
-8% -$86K 0.01% 398
2024
Q4 		$1.16M Buy
9,159
+213
+2% +$27.1K 0.01% 342
2024
Q3 		$1.26M Sell
8,946
-267
-3% -$34.7K 0.01% 328
2024
Q2 		$1.16M Buy
9,213
+51
+0.6% +$7.03K 0.01% 295
2024
Q1 		$1.36M Sell
9,162
-343
-4% -$50.2K 0.02% 262
2023
Q4 		$1.38M Buy
9,505
+44
+0.5% +$6.5K 0.02% 254
2023
Q3 		$1.41M Buy
9,461
+1,157
+14% +$194K 0.02% 218
2023
Q2 		$1.44M Buy
8,304
+123
+2% +$22K 0.02% 194
2023
Q1 		$1.48M Sell
8,181
-1,018
-11% -$180K 0.03% 187
2022
Q4 		$1.64M Buy
9,199
+760
+9% +$133K 0.03% 179
2022
Q3 		$1.43M Buy
8,439
+109
+1% +$19.5K 0.03% 181
2022
Q2 		$1.45M Buy
8,330
+7,204
+640% +$1.37M 0.03% 169
2022
Q1 		$229K Sell
1,126
-620
-36% -$124K 0.01% 391
2021
Q4 		$384K Sell
1,746
-924
-35% -$189K 0.01% 366
2021
Q3 		$515K Buy
2,670
+1,393
+109% +$270K 0.01% 350
2021
Q2 		$245K Sell
1,277
-1,023
-44% -$190K 0.01% 325
2021
Q1 		$378K Sell
2,300
-55
-2% -$9K 0.01% 476
2020
Q4 		$374K Buy
+2,355
New +$351K 0.01% 368
2020
Q2 		– Sell
-4,539
Closed -$577K – 332
2020
Q1 		$577K Buy
+4,539
New +$681K 0.02% 272
2019
Q1 		– Sell
-436
Closed -$62K – 230
2018
Q4 		$62K Buy
+436
New +$61.3K 0.01% 161

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

Wealthspire Advisors (New York)'s DEO Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Diageo (DEO) stake by 22% in Q2 2026, selling an estimated $131K and leaving 5,881 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Wealthspire Advisors (New York) first reported a position in DEO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.64M in Q4 2022. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,881 shares of Diageo worth $473K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 1,618 Diageo shares in Q2 2026, an estimated $131K.
  • Diageo made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #821 holding.
  • Wealthspire Advisors (New York) first reported a position in Diageo in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Diageo position peaked at $1.64M in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.