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Commonwealth Retirement Investments’s Diageo DEO Stock Holding History

Commonwealth Retirement Investments’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
Q2 		$3.46K Buy
+43
New +$3.47K ﹤0.01% 362
2026
Q1 		– Sell
-143
Closed -$12.3K – 190
2025
Q4 		$12.3K Buy
+143
New +$13.2K ﹤0.01% 304

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Commonwealth Retirement Investments's DEO Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Diageo (DEO) in Q2 2026: 43 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in DEO as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in DEO in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.3K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Commonwealth Retirement Investments held 43 shares of Diageo worth $3.46K as of Q2 2026.
  • Diageo was a new Commonwealth Retirement Investments position in Q2 2026.
  • Diageo made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #362 holding.
  • Commonwealth Retirement Investments first reported a position in Diageo in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Diageo position peaked at $12.3K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.