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Financial Consulate’s Diageo DEO Stock Holding History

Financial Consulate’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 		$3.72K Sell
50
-2
-4% -$174 ﹤0.01% 852
2025
Q4 		$4.49K Sell
52
-76
-59% -$7K ﹤0.01% 764
2025
Q3 		$12.2K Buy
+128
New +$13.4K ﹤0.01% 528

Other funds holding DEO

Fidelity Investments
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Consulate's DEO Position: Q1 2026 in Review

Financial Consulate reduced its Diageo (DEO) stake by 3.8% in Q1 2026, selling an estimated $174 and leaving 50 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Financial Consulate first reported a position in DEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Financial Consulate held 50 shares of Diageo worth $3.72K as of Q1 2026.
  • Financial Consulate sold 2 Diageo shares in Q1 2026, an estimated $174.
  • Diageo made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #852 holding.
  • Financial Consulate first reported a position in Diageo in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Diageo position peaked at $12.2K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.