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 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 $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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DecisionPoint Financial's DEO Position: Q1 2026 in Review

DecisionPoint Financial reduced its Diageo (DEO) stake by 55% in Q1 2026, selling an estimated $1.4K and leaving 13 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #362.

DecisionPoint Financial first reported a position in DEO in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.54K in Q1 2023. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

DecisionPoint Financial held 13 shares of Diageo worth $968 as of Q1 2026.
DecisionPoint Financial sold 16 Diageo shares in Q1 2026, an estimated $1.4K.
Diageo made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #362 holding.
DecisionPoint Financial first reported a position in Diageo in Q4 2022 and has held it in 9 quarters since.
DecisionPoint Financial's Diageo position peaked at $2.54K in Q1 2023.
743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.