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 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DecisionPoint Financial's DEO Position: Q2 2026 in Review

DecisionPoint Financial held its Diageo (DEO) position steady in Q2 2026 at 13 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

DecisionPoint Financial first reported a position in DEO in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.54K in Q1 2023. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

DecisionPoint Financial held 13 shares of Diageo worth $1.02K as of Q2 2026.
DecisionPoint Financial left its Diageo share count unchanged in Q2 2026.
Diageo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #443 holding.
DecisionPoint Financial first reported a position in Diageo in Q4 2022 and has held it in 10 quarters since.
DecisionPoint Financial's Diageo position peaked at $2.54K in Q1 2023.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.