Cherry Tree Wealth Management’s Diageo DEO Stock Holding History

Cherry Tree 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	$9.9K	Buy	133 +100	+303%	+$8.72K	﹤0.01%	427
2025 Q4	$2.85K	Buy	+33	New	+$3.04K	﹤0.01%	514

Other funds holding DEO

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 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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's DEO Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Diageo (DEO) stake by 303% in Q1 2026, buying an estimated $8.72K and bringing the position to 133 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Cherry Tree Wealth Management first reported a position in DEO in Q4 2025 and has held it in 2 quarters since. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Cherry Tree Wealth Management held 133 shares of Diageo worth $9.9K as of Q1 2026.
Cherry Tree Wealth Management bought 100 Diageo shares in Q1 2026, an estimated $8.72K.
Diageo made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #427 holding.
Cherry Tree Wealth Management first reported a position in Diageo in Q4 2025 and has held it in 2 quarters since.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.