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Autumn Glory Partners’s Diageo DEO Stock Holding History

Autumn Glory Partners’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
-9,908
Closed -$855K – 213
2025
Q4 		$855K Buy
9,908
+143
+1% +$13.2K 0.3% 86
2025
Q3 		$932K Buy
9,765
+25
+0.3% +$2.62K 0.38% 73
2025
Q2 		$982K Sell
9,740
-189
-2% -$20.5K 0.46% 60
2025
Q1 		$1.23M Buy
9,929
+189
+2% +$21.4K 0.61% 51
2024
Q4 		$1.24M Hold
9,740
– – 0.61% 50
2024
Q3 		$1.37M Hold
9,740
– – 0.53% 58
2024
Q2 		$1.23M Hold
9,740
– – 0.63% 50
2024
Q1 		$1.45M Buy
9,740
+3,774
+63% +$552K 0.71% 44
2023
Q4 		$869K Buy
+5,966
New +$881K 0.49% 60

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

Autumn Glory Partners's DEO Position: Q1 2026 in Review

Autumn Glory Partners sold out of Diageo (DEO) in Q1 2026, closing a stake of 9,908 shares — an estimated $855K sold.

Autumn Glory Partners first reported a position in DEO in Q4 2023 and held it in 9 quarters. The position peaked at $1.45M in Q1 2024. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Autumn Glory Partners reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Autumn Glory Partners sold 9,908 Diageo shares in Q1 2026, an estimated $855K.
  • Autumn Glory Partners first reported a position in Diageo in Q4 2023 and held it in 9 quarters.
  • Autumn Glory Partners's Diageo position peaked at $1.45M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.