CFD
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Creative Financial Designs’s Diageo DEO Stock Holding History

Creative Financial Designs’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 		$105K Sell
1,404
-120
-8% -$10.5K 0.01% 675
2025
Q4 		$131K Sell
1,524
-68
-4% -$6.26K 0.01% 589
2025
Q3 		$152K Buy
1,592
+6
+0.4% +$630 0.01% 537
2025
Q2 		$160K Buy
1,586
+3
+0.2% +$325 0.01% 546
2025
Q1 		$166K Sell
1,583
-65
-4% -$7.35K 0.01% 495
2024
Q4 		$210K Sell
1,648
-47
-3% -$5.98K 0.02% 433
2024
Q3 		$238K Buy
1,695
+121
+8% +$15.7K 0.02% 409
2024
Q2 		$198K Buy
1,574
+20
+1% +$2.75K 0.02% 432
2024
Q1 		$231K Buy
1,554
+18
+1% +$2.63K 0.02% 387
2023
Q4 		$224K Buy
1,536
+1
+0.1% +$148 0.02% 367
2023
Q3 		$229K Hold
1,535
– – 0.03% 312
2023
Q2 		$266K Sell
1,535
-78
-5% -$13.9K 0.03% 299
2023
Q1 		$292K Buy
1,613
+49
+3% +$8.65K 0.04% 277
2022
Q4 		$279K Buy
1,564
+1
+0.1% +$175 0.04% 273
2022
Q3 		$265K Buy
1,563
+527
+51% +$94.4K 0.04% 260
2022
Q2 		$180K Hold
1,036
– – 0.03% 315
2022
Q1 		$210K Sell
1,036
-13
-1% -$2.6K 0.03% 286
2021
Q4 		$230K Sell
1,049
-29
-3% -$5.95K 0.03% 283
2021
Q3 		$208K Buy
1,078
+49
+5% +$9.49K 0.03% 289
2021
Q2 		$197K Hold
1,029
– – 0.03% 294
2021
Q1 		$169K Hold
1,029
– – 0.03% 305
2020
Q4 		$163K Sell
1,029
-40
-4% -$5.96K 0.03% 289
2020
Q3 		$147K Hold
1,069
– – 0.04% 281
2020
Q2 		$144K Buy
+1,069
New +$147K 0.04% 234
2018
Q3 		– Sell
-1,000
Closed -$144K – 757
2018
Q2 		$144K Hold
1,000
– – 0.08% 154
2018
Q1 		$135K Buy
+1,000
New +$139K 0.09% 143

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

Creative Financial Designs's DEO Position: Q1 2026 in Review

Creative Financial Designs reduced its Diageo (DEO) stake by 7.9% in Q1 2026, selling an estimated $10.5K and leaving 1,404 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #675.

Creative Financial Designs first reported a position in DEO in Q1 2018 and has held it in 26 quarters since. The position peaked at $292K in Q1 2023. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Creative Financial Designs held 1,404 shares of Diageo worth $105K as of Q1 2026.
  • Creative Financial Designs sold 120 Diageo shares in Q1 2026, an estimated $10.5K.
  • Diageo made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #675 holding.
  • Creative Financial Designs first reported a position in Diageo in Q1 2018 and has held it in 26 quarters since.
  • Creative Financial Designs's Diageo position peaked at $292K in Q1 2023.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.