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Coppell Advisory Solutions’s Diageo DEO Stock Holding History

Coppell Advisory Solutions’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
-5,008
Closed -$434K – 83
2025
Q4 		$434K Buy
5,008
+20
+0.4% +$1.84K 0.04% 271
2025
Q3 		$474K Buy
4,988
+484
+11% +$50.8K 0.05% 257
2025
Q2 		$452K Sell
4,504
-619
-12% -$67.2K 0.05% 257
2025
Q1 		$568K Sell
5,123
-1,170
-19% -$132K 0.08% 195
2024
Q4 		$797K Buy
6,293
+893
+17% +$114K 0.11% 138
2024
Q3 		$760K Buy
5,400
+365
+7% +$47.4K 0.11% 141
2024
Q2 		$635K Buy
+5,035
New +$694K 0.1% 140
2023
Q4 		$975K Buy
6,690
+2,393
+56% +$353K 0.19% 112
2023
Q3 		$766K Sell
4,297
-816
-16% -$137K 0.26% 90
2023
Q2 		$866K Buy
5,113
+863
+20% +$154K 0.24% 94
2023
Q1 		$769K Sell
4,250
-47
-1% -$8.29K 0.25% 101
2022
Q4 		$766K Buy
+4,297
New +$754K 0.26% 93
2020
Q4 		$345K Buy
+2,170
New +$324K 0.17% 126

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

Coppell Advisory Solutions's DEO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Diageo (DEO) in Q1 2026, closing a stake of 5,008 shares — an estimated $434K sold.

Coppell Advisory Solutions first reported a position in DEO in Q4 2020 and held it in 13 quarters. The position peaked at $975K in Q4 2023. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5,008 Diageo shares in Q1 2026, an estimated $434K.
  • Coppell Advisory Solutions first reported a position in Diageo in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Diageo position peaked at $975K in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.