Aviso Financial’s Diageo DEO Stock Holding History

Aviso 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	$246K	Buy	3,305 +658	+25%	+$57.4K	0.01%	213
2025 Q4	$228K	Sell	2,647 -415	-14%	-$38.2K	0.01%	212
2025 Q3	$292K	Sell	3,062 -325	-10%	-$34.1K	0.01%	217
2025 Q2	$342K	Sell	3,387 -579	-15%	-$62.8K	0.02%	206
2025 Q1	$416K	Sell	3,966 -238,671	-98%	-$27M	0.02%	205
2024 Q4	$30.8M	Buy	242,637 +7,954	+3%	+$1.01M	1.56%	21
2024 Q3	$32.9M	Buy	234,683 +6,577	+3%	+$855K	1.63%	21
2024 Q2	$28.8M	Buy	+228,106	New	+$31.4M	1.6%	22

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

Aviso Financial's DEO Position: Q1 2026 in Review

Aviso Financial increased its Diageo (DEO) stake by 25% in Q1 2026, buying an estimated $57.4K and bringing the position to 3,305 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #213.

Aviso Financial first reported a position in DEO in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.9M in Q3 2024. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Aviso Financial held 3,305 shares of Diageo worth $246K as of Q1 2026.
Aviso Financial bought 658 Diageo shares in Q1 2026, an estimated $57.4K.
Diageo made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #213 holding.
Aviso Financial first reported a position in Diageo in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Diageo position peaked at $32.9M in Q3 2024.
743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.