Fourth Dimension Wealth’s Diageo DEO Stock Holding History

Fourth Dimension Wealth’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	–	Sell	-5	Closed	-$431	–	605
2025 Q4	$431	Buy	+5	New	+$461	﹤0.01%	568

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

Fourth Dimension Wealth's DEO Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Diageo (DEO) in Q1 2026, closing a stake of 5 shares — an estimated $431 sold.

Fourth Dimension Wealth first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $431 in Q4 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Fourth Dimension Wealth reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Fourth Dimension Wealth sold 5 Diageo shares in Q1 2026, an estimated $431.
Fourth Dimension Wealth first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
Fourth Dimension Wealth's Diageo position peaked at $431 in Q4 2025.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.