Crux Wealth Advisors’s Diageo DEO Stock Holding History

Crux Wealth Advisors’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	-7,671	Closed	-$662K	–	184
2025 Q4	$662K	Buy	7,671 +84	+1%	+$7.74K	0.25%	102
2025 Q3	$724K	Buy	7,587 +411	+6%	+$43.1K	0.29%	85
2025 Q2	$724K	Buy	7,176 +1,896	+36%	+$206K	0.31%	87
2025 Q1	$553K	Buy	5,280 +973	+23%	+$110K	0.29%	101
2024 Q4	$548K	Buy	+4,307	New	+$548K	0.3%	87

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

Crux Wealth Advisors's DEO Position: Q1 2026 in Review

Crux Wealth Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 7,671 shares — an estimated $662K sold.

Crux Wealth Advisors first reported a position in DEO in Q4 2024 and held it in 5 quarters. The position peaked at $724K in Q3 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Crux Wealth Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Crux Wealth Advisors sold 7,671 Diageo shares in Q1 2026, an estimated $662K.
Crux Wealth Advisors first reported a position in Diageo in Q4 2024 and held it in 5 quarters.
Crux Wealth Advisors's Diageo position peaked at $724K in Q3 2025.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.