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Whipplewood Advisors’s Diageo DEO Stock Holding History

Whipplewood Advisors’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 		$1.69K Sell
21
-40
-66% -$3.23K ﹤0.01% 461
2026
Q1 		$4.54K Buy
+61
New +$5.32K ﹤0.01% 630
2025
Q3 		– Sell
-357
Closed -$36K – 533
2025
Q2 		$36K Buy
357
+163
+84% +$17.7K 0.02% 374
2025
Q1 		$35.3K Sell
194
-207
-52% -$23.4K 0.02% 360
2024
Q4 		$51K Buy
+401
New +$51K 0.03% 314

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

Whipplewood Advisors's DEO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Diageo (DEO) stake by 66% in Q2 2026, selling an estimated $3.23K and leaving 21 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Whipplewood Advisors first reported a position in DEO in Q4 2024 and has held it in 5 quarters since. The position peaked at $51K in Q4 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Whipplewood Advisors held 21 shares of Diageo worth $1.69K as of Q2 2026.
  • Whipplewood Advisors sold 40 Diageo shares in Q2 2026, an estimated $3.23K.
  • Diageo made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #461 holding.
  • Whipplewood Advisors first reported a position in Diageo in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Diageo position peaked at $51K in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.