Wedge Capital Management’s Diageo DEO Stock Holding History

Wedge Capital Management’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	–	Sell	-26,832	Closed	-$2M	–	509
2026 Q1	$2M	Sell	26,832 -9,721	-27%	-$848K	0.04%	350
2025 Q4	$3.15M	Sell	36,553 -1,439	-4%	-$133K	0.06%	262
2025 Q3	$3.63M	Sell	37,992 -8,453	-18%	-$887K	0.06%	249
2025 Q2	$4.68M	Sell	46,445 -15,753	-25%	-$1.71M	0.08%	211
2025 Q1	$6.52M	Buy	62,198 +806	+1%	+$91.1K	0.13%	172
2024 Q4	$7.8M	Sell	61,392 -371	-0.6%	-$47.2K	0.14%	162
2024 Q3	$8.67M	Buy	61,763 +9,426	+18%	+$1.22M	0.15%	162
2024 Q2	$6.6M	Buy	52,337 +16,782	+47%	+$2.31M	0.12%	178
2024 Q1	$5.29M	Buy	+35,555	New	+$5.2M	0.09%	219

Other funds holding DEO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Wedge Capital Management's DEO Position: Q2 2026 in Review

Wedge Capital Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 26,832 shares — an estimated $2M sold.

Wedge Capital Management first reported a position in DEO in Q1 2024 and held it in 9 quarters. The position peaked at $8.67M in Q3 2024. 321 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Wedge Capital Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
Wedge Capital Management sold 26,832 Diageo shares in Q2 2026, an estimated $2M.
Wedge Capital Management first reported a position in Diageo in Q1 2024 and held it in 9 quarters.
Wedge Capital Management's Diageo position peaked at $8.67M in Q3 2024.
321 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.