CJ
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Caitlin John’s Diageo DEO Stock Holding History

Caitlin John’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 		$7.45K Hold
100
– – ﹤0.01% 566
2025
Q4 		$8.63K Hold
100
– – 0.01% 560
2025
Q3 		$9.54K Buy
+100
New +$10.5K 0.01% 502
2025
Q1 		– Sell
-100
Closed -$12.7K – 281
2024
Q4 		$12.7K Hold
100
– – 0.01% 439
2024
Q3 		$11.9K Sell
100
-226
-69% -$29.4K 0.01% 465
2024
Q2 		$41.1K Buy
+326
New +$44.9K 0.03% 267

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

Caitlin John's DEO Position: Q1 2026 in Review

Caitlin John held its Diageo (DEO) position steady in Q1 2026 at 100 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Caitlin John first reported a position in DEO in Q2 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q2 2024. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Caitlin John held 100 shares of Diageo worth $7.45K as of Q1 2026.
  • Caitlin John left its Diageo share count unchanged in Q1 2026.
  • Diageo made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #566 holding.
  • Caitlin John first reported a position in Diageo in Q2 2024 and has held it in 6 quarters since.
  • Caitlin John's Diageo position peaked at $41.1K in Q2 2024.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.