Cassaday & Co Wealth Management’s Diageo DEO Stock Holding History

Cassaday & Co Wealth Management’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	$34.3K	Buy	+460	New	+$40.1K	﹤0.01%	689

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

Cassaday & Co Wealth Management's DEO Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Diageo (DEO) in Q1 2026: 460 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings.

742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Cassaday & Co Wealth Management held 460 shares of Diageo worth $34.3K as of Q1 2026.
Diageo was a new Cassaday & Co Wealth Management position in Q1 2026.
Diageo made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #689 holding.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.