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IMG Wealth Management’s Diageo DEO Stock Holding History

IMG 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 		$1.12K Hold
15
– – ﹤0.01% 468
2025
Q4 		$1.29K Sell
15
-113
-88% -$10.4K ﹤0.01% 541
2025
Q3 		$12.2K Hold
128
– – 0.01% 246
2025
Q2 		$12.9K Buy
128
+113
+753% +$12.3K 0.01% 239
2025
Q1 		$1.57K Hold
15
– – ﹤0.01% 268
2024
Q4 		$1.91K Buy
+15
New +$1.91K ﹤0.01% 234

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

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

IMG Wealth Management held its Diageo (DEO) position steady in Q1 2026 at 15 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

IMG Wealth Management first reported a position in DEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q2 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • IMG Wealth Management held 15 shares of Diageo worth $1.12K as of Q1 2026.
  • IMG Wealth Management left its Diageo share count unchanged in Q1 2026.
  • Diageo made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #468 holding.
  • IMG Wealth Management first reported a position in Diageo in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Diageo position peaked at $12.9K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.