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First Affirmative Financial Network’s Diageo DEO Stock Holding History

First Affirmative Financial Network’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 		$226K Buy
+3,042
New +$265K 0.09% 267
2025
Q3 		$245K Buy
+2,564
New +$269K 0.12% 226
2024
Q2 		– Sell
-1,553
Closed -$231K – 265
2024
Q1 		$231K Buy
1,553
+41
+3% +$6K 0.17% 198
2023
Q4 		$220K Buy
1,512
+170
+13% +$25.1K 0.18% 196
2023
Q3 		$200K Buy
+1,342
New +$225K 0.2% 184

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

First Affirmative Financial Network's DEO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Diageo (DEO) in Q1 2026: 3,042 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #267 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in DEO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in DEO in Q3 2023 and has held it in 5 quarters since. The position peaked at $245K in Q3 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • First Affirmative Financial Network held 3,042 shares of Diageo worth $226K as of Q1 2026.
  • Diageo was a new First Affirmative Financial Network position in Q1 2026.
  • Diageo made up 0.09% of First Affirmative Financial Network's portfolio in Q1 2026, its #267 holding.
  • First Affirmative Financial Network first reported a position in Diageo in Q3 2023 and has held it in 5 quarters since.
  • First Affirmative Financial Network's Diageo position peaked at $245K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.