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Alliance Wealth Advisors (Utah)’s Diageo DEO Stock Holding History

Alliance Wealth Advisors (Utah)’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
-2,375
Closed -$205K – 237
2025
Q4 		$205K Sell
2,375
-1,027
-30% -$94.6K 0.04% 240
2025
Q3 		$325K Sell
3,402
-254
-7% -$26.7K 0.08% 223
2025
Q2 		$369K Buy
3,656
+63
+2% +$6.83K 0.09% 196
2025
Q1 		$377K Buy
3,593
+210
+6% +$23.7K 0.1% 190
2024
Q4 		$430K Buy
3,383
+86
+3% +$10.9K 0.11% 174
2024
Q3 		$463K Buy
3,297
+153
+5% +$19.9K 0.12% 159
2024
Q2 		$396K Buy
3,144
+94
+3% +$12.9K 0.12% 166
2024
Q1 		$454K Buy
3,050
+197
+7% +$28.8K 0.14% 150
2023
Q4 		$416K Buy
+2,853
New +$421K 0.14% 158

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s DEO Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,375 shares — an estimated $205K sold.

Alliance Wealth Advisors (Utah) first reported a position in DEO in Q4 2023 and held it in 9 quarters. The position peaked at $463K in Q3 2024. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 2,375 Diageo shares in Q1 2026, an estimated $205K.
  • Alliance Wealth Advisors (Utah) first reported a position in Diageo in Q4 2023 and held it in 9 quarters.
  • Alliance Wealth Advisors (Utah)'s Diageo position peaked at $463K in Q3 2024.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.