IAG Wealth Partners’s Diageo DEO Stock Holding History

IAG Wealth Partners’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	$2.23K	Hold	30	–	–	﹤0.01%	466
2025 Q4	$2.59K	Hold	30	–	–	﹤0.01%	439
2025 Q3	$2.86K	Hold	30	–	–	﹤0.01%	456
2025 Q2	$3.02K	Hold	30	–	–	﹤0.01%	425
2025 Q1	$3.14K	Hold	30	–	–	﹤0.01%	434
2024 Q4	$3.81K	Hold	30	–	–	﹤0.01%	443
2024 Q3	$4.21K	Hold	30	–	–	﹤0.01%	417
2024 Q2	$3.78K	Hold	30	–	–	﹤0.01%	416
2024 Q1	$4.46K	Sell	30 -30	-50%	-$4.39K	﹤0.01%	381
2023 Q4	$8.74K	Hold	60	–	–	﹤0.01%	322
2023 Q3	$8.95K	Hold	60	–	–	﹤0.01%	308
2023 Q2	$10.4K	Hold	60	–	–	﹤0.01%	311
2023 Q1	$10.9K	Hold	60	–	–	﹤0.01%	302
2022 Q4	$10.7K	Hold	60	–	–	﹤0.01%	280
2022 Q3	$10K	Hold	60	–	–	﹤0.01%	275
2022 Q2	$10K	Hold	60	–	–	﹤0.01%	275
2022 Q1	$12K	Hold	60	–	–	﹤0.01%	275
2021 Q4	$13K	Hold	60	–	–	﹤0.01%	265
2021 Q3	$12K	Hold	60	–	–	﹤0.01%	246
2021 Q2	$12K	Sell	60 -23	-28%	-$4.28K	﹤0.01%	241
2021 Q1	$14K	Hold	83	–	–	0.01%	220
2020 Q4	$14K	Hold	83	–	–	0.01%	198
2020 Q3	$12K	Hold	83	–	–	0.01%	203
2020 Q2	$12K	Hold	83	–	–	0.01%	199
2020 Q1	$11K	Hold	83	–	–	0.01%	193
2019 Q4	$14K	Buy	+83	New	+$13.5K	0.01%	214

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

IAG Wealth Partners's DEO Position: Q1 2026 in Review

IAG Wealth Partners held its Diageo (DEO) position steady in Q1 2026 at 30 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

IAG Wealth Partners first reported a position in DEO in Q4 2019 and has held it in 26 quarters since. The position peaked at $14K in Q1 2021. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

IAG Wealth Partners held 30 shares of Diageo worth $2.23K as of Q1 2026.
IAG Wealth Partners left its Diageo share count unchanged in Q1 2026.
Diageo made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #466 holding.
IAG Wealth Partners first reported a position in Diageo in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Diageo position peaked at $14K in Q1 2021.
743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.