AWM
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Apollon Wealth Management’s Diageo DEO Stock Holding History

Apollon Wealth Management’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 		$283K Buy
3,795
+286
+8% +$24.9K ﹤0.01% 1152
2025
Q4 		$303K Sell
3,509
-398
-10% -$36.7K 0.01% 1054
2025
Q3 		$373K Sell
3,907
-77
-2% -$8.08K 0.01% 951
2025
Q2 		$402K Sell
3,984
-118
-3% -$12.8K 0.01% 886
2025
Q1 		$430K Sell
4,102
-1,234
-23% -$139K 0.01% 807
2024
Q4 		$678K Sell
5,336
-395
-7% -$50.3K 0.02% 631
2024
Q3 		$804K Sell
5,731
-697
-11% -$90.6K 0.02% 556
2024
Q2 		$810K Sell
6,428
-1,446
-18% -$199K 0.02% 528
2024
Q1 		$1.17M Sell
7,874
-1,253
-14% -$183K 0.04% 418
2023
Q4 		$1.33M Buy
9,127
+4,972
+120% +$734K 0.05% 361
2023
Q3 		$620K Sell
4,155
-798
-16% -$134K 0.03% 491
2023
Q2 		$859K Sell
4,953
-146
-3% -$26.1K 0.04% 434
2023
Q1 		$924K Sell
5,099
-343
-6% -$60.5K 0.06% 349
2022
Q4 		$970K Sell
5,442
-128
-2% -$22.5K 0.07% 308
2022
Q3 		$946K Buy
5,570
+471
+9% +$84.4K 0.08% 265
2022
Q2 		$888K Sell
5,099
-756
-13% -$144K 0.07% 294
2022
Q1 		$1.19M Sell
5,855
-1,262
-18% -$253K 0.08% 247
2021
Q4 		$1.57M Buy
7,117
+4,328
+155% +$887K 0.12% 193
2021
Q3 		$538K Buy
+2,789
New +$540K 0.07% 255
2020
Q3 		– Sell
-329
Closed -$44K – 281
2020
Q2 		$44K Buy
+329
New +$45.1K 0.02% 262

Other funds holding DEO

Fidelity Investments
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apollon Wealth Management's DEO Position: Q1 2026 in Review

Apollon Wealth Management increased its Diageo (DEO) stake by 8.2% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,795 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Apollon Wealth Management first reported a position in DEO in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.57M in Q4 2021. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Apollon Wealth Management held 3,795 shares of Diageo worth $283K as of Q1 2026.
  • Apollon Wealth Management bought 286 Diageo shares in Q1 2026, an estimated $24.9K.
  • Diageo made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1152 holding.
  • Apollon Wealth Management first reported a position in Diageo in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's Diageo position peaked at $1.57M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.