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Diageo shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Diageo (DEO) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 19k 140.34
2024-06-30 $2.4M 19k 126.09
2024-03-31 $1.9M 13k 148.78

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Top funds holding Diageo

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Markel Corporation
London Company
BlackRock
Massachusetts Financial Services
BlackRock
Confluence Investment Management
Jpmorgan Chase & Co
ClearBridge Advisors
Brown Brothers Harriman & Co.
Fayez Sarofim & Co

View all funds holding Diageo