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Financial Freedom LLC’s Diageo DEO Stock Holding History

Financial Freedom LLC’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 		$9.6K Buy
+129
New +$11.3K ﹤0.01% 304

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 Freedom LLC's DEO Position: Q1 2026 in Review

Financial Freedom LLC opened a new position in Diageo (DEO) in Q1 2026: 129 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings.

743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Financial Freedom LLC held 129 shares of Diageo worth $9.6K as of Q1 2026.
  • Diageo was a new Financial Freedom LLC position in Q1 2026.
  • Diageo made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #304 holding.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.