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Beutel, Goodman & Co’s Diageo DEO Stock Holding History

Beutel, Goodman & Co’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 		$2.15M Sell
28,860
-3,320
-10% -$290K 0.01% 97
2025
Q4 		$2.78M Sell
32,180
-3,060
-9% -$282K 0.02% 88
2025
Q3 		$3.36M Sell
35,240
-1,550
-4% -$163K 0.02% 85
2025
Q2 		$3.71M Sell
36,790
-5,085
-12% -$552K 0.02% 81
2025
Q1 		$4.39M Buy
+41,875
New +$4.73M 0.03% 81

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

Beutel, Goodman & Co's DEO Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its Diageo (DEO) stake by 10% in Q1 2026, selling an estimated $290K and leaving 28,860 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #97.

Beutel, Goodman & Co first reported a position in DEO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.39M in Q1 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Beutel, Goodman & Co held 28,860 shares of Diageo worth $2.15M as of Q1 2026.
  • Beutel, Goodman & Co sold 3,320 Diageo shares in Q1 2026, an estimated $290K.
  • Diageo made up 0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #97 holding.
  • Beutel, Goodman & Co first reported a position in Diageo in Q1 2025 and has held it in 5 quarters since.
  • Beutel, Goodman & Co's Diageo position peaked at $4.39M in Q1 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.