WAS
DEO icon

Winch Advisory Services’s Diageo DEO Stock Holding History

Winch 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
Q2 		$9.56K Buy
119
+1
+0.8% +$81 ﹤0.01% 344
2026
Q1 		$8.77K Hold
118
– – ﹤0.01% 333
2025
Q4 		$10.2K Buy
118
+3
+3% +$276 ﹤0.01% 310
2025
Q3 		$10.9K Hold
115
– – ﹤0.01% 294
2025
Q2 		$11.6K Buy
115
+2
+2% +$217 ﹤0.01% 284
2025
Q1 		$11.8K Hold
113
– – ﹤0.01% 271
2024
Q4 		$14.4K Buy
+113
New +$14.4K ﹤0.01% 258

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

Winch Advisory Services's DEO Position: Q2 2026 in Review

Winch Advisory Services increased its Diageo (DEO) stake by 0.85% in Q2 2026, buying an estimated $81 and bringing the position to 119 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Winch Advisory Services first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4K in Q4 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Winch Advisory Services held 119 shares of Diageo worth $9.56K as of Q2 2026.
  • Winch Advisory Services bought 1 Diageo share in Q2 2026, an estimated $81.
  • Diageo made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #344 holding.
  • Winch Advisory Services first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Winch Advisory Services's Diageo position peaked at $14.4K in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.