World Investment Advisors’s Diageo DEO Stock Holding History

World Investment 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	$1.38M	Sell	18,570 -222	-1%	-$17.9K	0.02%	599
2026 Q1	$1.4M	Sell	18,792 -29,851	-61%	-$2.6M	0.02%	603
2025 Q4	$4.2M	Buy	48,643 +625	+1%	+$57.6K	0.07%	293
2025 Q3	$4.58M	Buy	48,018 +792	+2%	+$83.1K	0.09%	241
2025 Q2	$4.76M	Buy	47,226 +2,012	+4%	+$218K	0.11%	222
2025 Q1	$4.74M	Buy	45,214 +5,259	+13%	+$594K	0.12%	198
2024 Q4	$5.08M	Buy	39,955 +691	+2%	+$87.9K	0.14%	169
2024 Q3	$5.51M	Buy	+39,264	New	+$5.1M	0.17%	144

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

World Investment Advisors's DEO Position: Q2 2026 in Review

World Investment Advisors reduced its Diageo (DEO) stake by 1.2% in Q2 2026, selling an estimated $17.9K and leaving 18,570 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #599.

World Investment Advisors first reported a position in DEO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.51M in Q3 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

World Investment Advisors held 18,570 shares of Diageo worth $1.38M as of Q2 2026.
World Investment Advisors sold 222 Diageo shares in Q2 2026, an estimated $17.9K.
Diageo made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #599 holding.
World Investment Advisors first reported a position in Diageo in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Diageo position peaked at $5.51M in Q3 2024.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.