DecisionPoint Financial’s Diageo DEO Stock Holding History

DecisionPoint Financial’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 Q3	$4.9K	Buy	58 +45	+346%	+$3.96K	﹤0.01%	283
2026 Q2	$1.02K	Hold	13	–	–	﹤0.01%	443
2026 Q1	$968	Sell	13 -16	-55%	-$1.4K	﹤0.01%	362
2025 Q4	$2.5K	Buy	29 +16	+123%	+$1.47K	﹤0.01%	315
2025 Q3	$1.26K	Buy	+13	New	+$1.36K	﹤0.01%	296
2024 Q2	–	Sell	-14	Closed	-$1.94K	–	250
2024 Q1	$1.94K	Hold	14	–	–	﹤0.01%	232
2023 Q4	$2.04K	Hold	14	–	–	﹤0.01%	180
2023 Q3	$2.09K	Hold	14	–	–	﹤0.01%	194
2023 Q2	$2.43K	Hold	14	–	–	﹤0.01%	164
2023 Q1	$2.54K	Hold	14	–	–	﹤0.01%	163
2022 Q4	$2.5K	Buy	+14	New	+$2.46K	﹤0.01%	137

Other funds holding DEO

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DecisionPoint Financial's DEO Position: Q3 2026 in Review

DecisionPoint Financial increased its Diageo (DEO) stake by 346% in Q3 2026, buying an estimated $3.96K and bringing the position to 58 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

DecisionPoint Financial first reported a position in DEO in Q4 2022 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

DecisionPoint Financial held 58 shares of Diageo worth $4.9K as of Q3 2026.
DecisionPoint Financial bought 45 Diageo shares in Q3 2026, an estimated $3.96K.
Diageo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #283 holding.
DecisionPoint Financial first reported a position in Diageo in Q4 2022 and has held it in 11 quarters since.
232 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.