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ARQ Wealth Advisors’s Diageo DEO Stock Holding History

ARQ Wealth 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
Q1 		$240K Sell
3,225
-430
-12% -$37.5K 0.04% 174
2025
Q4 		$315K Sell
3,655
-485
-12% -$44.7K 0.09% 111
2025
Q3 		$395K Buy
+4,140
New +$434K 0.12% 103

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

ARQ Wealth Advisors's DEO Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its Diageo (DEO) stake by 12% in Q1 2026, selling an estimated $37.5K and leaving 3,225 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #174.

ARQ Wealth Advisors first reported a position in DEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $395K in Q3 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • ARQ Wealth Advisors held 3,225 shares of Diageo worth $240K as of Q1 2026.
  • ARQ Wealth Advisors sold 430 Diageo shares in Q1 2026, an estimated $37.5K.
  • Diageo made up 0.04% of ARQ Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • ARQ Wealth Advisors first reported a position in Diageo in Q3 2025 and has held it in 3 quarters since.
  • ARQ Wealth Advisors's Diageo position peaked at $395K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.