Abound Financial’s Diageo DEO Stock Holding History

Abound Financial’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 Q1	–	Sell	-261	Closed	-$22.5K	–	286
2025 Q4	$22.5K	Buy	+261	New	+$24K	0.01%	170
2025 Q2	–	Sell	-261	Closed	-$27.4K	–	115
2025 Q1	$27.4K	Buy	+261	New	+$29.5K	0.01%	153

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abound Financial's DEO Position: Q1 2026 in Review

Abound Financial sold out of Diageo (DEO) in Q1 2026, closing a stake of 261 shares — an estimated $22.5K sold.

Abound Financial first reported a position in DEO in Q1 2025 and held it in 2 quarters. The position peaked at $27.4K in Q1 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Abound Financial reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Abound Financial sold 261 Diageo shares in Q1 2026, an estimated $22.5K.
Abound Financial first reported a position in Diageo in Q1 2025 and held it in 2 quarters.
Abound Financial's Diageo position peaked at $27.4K in Q1 2025.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.