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Canvas Wealth Advisors’s Diageo DEO Stock Holding History

Canvas 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 		– Sell
-2,459
Closed -$212K – 245
2025
Q4 		$212K Sell
2,459
-1,606
-40% -$148K 0.04% 208
2025
Q3 		$391K Sell
4,065
-79
-2% -$8.29K 0.07% 129
2025
Q2 		$432K Buy
4,144
+382
+10% +$41.4K 0.09% 118
2025
Q1 		$423K Sell
3,762
-1,696
-31% -$192K 0.11% 109
2024
Q4 		$694K Buy
5,458
+1,642
+43% +$209K 0.17% 79
2024
Q3 		$536K Buy
3,816
+705
+23% +$91.6K 0.15% 88
2024
Q2 		$390K Sell
3,111
-141
-4% -$19.4K 0.12% 94
2024
Q1 		$456K Sell
3,252
-1,692
-34% -$248K 0.15% 80
2023
Q4 		$708K Buy
4,944
+800
+19% +$118K 0.26% 54
2023
Q3 		$630K Buy
4,144
+1,726
+71% +$289K 0.26% 56
2023
Q2 		$429K Buy
2,418
+803
+50% +$143K 0.16% 77
2023
Q1 		$306K Buy
1,615
+12
+0.7% +$2.12K 0.13% 106
2022
Q4 		$294K Sell
1,603
-27
-2% -$4.74K 0.12% 111
2022
Q3 		$273K Sell
1,630
-727
-31% -$130K 0.12% 99
2022
Q2 		$410K Sell
2,357
-778
-25% -$148K 0.17% 84
2022
Q1 		$627K Sell
3,135
-2,882
-48% -$577K 0.23% 78
2021
Q4 		$1.32M Sell
6,017
-2,147
-26% -$440K 0.48% 50
2021
Q3 		$1.58M Sell
8,164
-366
-4% -$70.9K 0.64% 41
2021
Q2 		$1.64M Sell
8,530
-5,558
-39% -$1.03M 0.73% 36
2021
Q1 		$2.44M Buy
+14,088
New +$2.3M 1.43% 21

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Canvas Wealth Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,459 shares — an estimated $212K sold.

Canvas Wealth Advisors first reported a position in DEO in Q1 2021 and held it in 20 quarters. The position peaked at $2.44M in Q1 2021. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Canvas Wealth Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 2,459 Diageo shares in Q1 2026, an estimated $212K.
  • Canvas Wealth Advisors first reported a position in Diageo in Q1 2021 and held it in 20 quarters.
  • Canvas Wealth Advisors's Diageo position peaked at $2.44M in Q1 2021.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Canvas Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.