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Gibbs Wealth Management’s Diageo DEO Stock Holding History

Gibbs Wealth Management’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 		$537K Buy
+7,216
New +$630K 0.07% 271
2025
Q3 		– Sell
-2,046
Closed -$206K – 339
2025
Q2 		$206K Buy
+2,046
New +$222K 0.04% 351

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

Gibbs Wealth Management's DEO Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Diageo (DEO) in Q1 2026: 7,216 shares worth $537K. The stake represents 0.07% of the portfolio and ranks #271 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in DEO as recently as Q2 2025.

Gibbs Wealth Management first reported a position in DEO in Q2 2025 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Gibbs Wealth Management held 7,216 shares of Diageo worth $537K as of Q1 2026.
  • Diageo was a new Gibbs Wealth Management position in Q1 2026.
  • Diageo made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Gibbs Wealth Management first reported a position in Diageo in Q2 2025 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.