CFO
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CVA Family Office’s Diageo DEO Stock Holding History

CVA Family Office’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
-1,111
Closed -$95.8K – 1851
2025
Q4 		$95.8K Buy
1,111
+11
+1% +$1.01K 0.01% 427
2025
Q3 		$105K Hold
1,100
– – 0.01% 408
2025
Q2 		$111K Hold
1,100
– – 0.02% 390
2025
Q1 		$115K Sell
1,100
-8
-0.7% -$904 0.02% 370
2024
Q4 		$141K Hold
1,108
– – 0.02% 328
2024
Q3 		$155K Sell
1,108
-4
-0.4% -$520 0.03% 299
2024
Q2 		$140K Buy
1,112
+5
+0.5% +$689 0.03% 299
2024
Q1 		$165K Sell
1,107
-58
-5% -$8.49K 0.03% 277
2023
Q4 		$170K Buy
+1,165
New +$172K 0.03% 262
2023
Q3 		– Sell
-1,206
Closed -$209K – 405
2023
Q2 		$209K Buy
1,206
+50
+4% +$8.93K 0.04% 216
2023
Q1 		$209K Hold
1,156
– – 0.05% 219
2022
Q4 		$206K Buy
1,156
+1,100
+1,964% +$193K 0.05% 205
2022
Q3 		$10K Buy
56
+9
+19% +$1.61K ﹤0.01% 624
2022
Q2 		$8K Hold
47
– – ﹤0.01% 671
2022
Q1 		$10K Hold
47
– – ﹤0.01% 677
2021
Q4 		$10K Sell
47
-47
-50% -$9.64K ﹤0.01% 643
2021
Q3 		$13K Buy
94
+47
+100% +$9.11K 0.01% 280
2021
Q2 		$9K Hold
47
– – ﹤0.01% 672
2021
Q1 		$8K Sell
47
-47
-50% -$7.69K ﹤0.01% 547
2020
Q4 		$15K Hold
94
– – 0.01% 282
2020
Q3 		$13K Sell
94
-21
-18% -$2.9K 0.01% 280
2020
Q2 		$15K Hold
115
– – 0.01% 236
2020
Q1 		$15K Buy
+115
New +$17.3K 0.02% 213

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CVA Family Office's DEO Position: Q1 2026 in Review

CVA Family Office sold out of Diageo (DEO) in Q1 2026, closing a stake of 1,111 shares — an estimated $95.8K sold.

CVA Family Office first reported a position in DEO in Q1 2020 and held it in 23 quarters. The position peaked at $209K in Q1 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • CVA Family Office reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • CVA Family Office sold 1,111 Diageo shares in Q1 2026, an estimated $95.8K.
  • CVA Family Office first reported a position in Diageo in Q1 2020 and held it in 23 quarters.
  • CVA Family Office's Diageo position peaked at $209K in Q1 2023.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.