IWAO
DEO icon

Independence Wealth Advisors (Ohio)’s Diageo DEO Stock Holding History

Independence Wealth Advisors (Ohio)’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
-2,449
Closed -$211K – 93
2025
Q4 		$211K Buy
+2,449
New +$226K 0.12% 81

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s DEO Position: Q1 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,449 shares — an estimated $211K sold.

Independence Wealth Advisors (Ohio) first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 2,449 Diageo shares in Q1 2026, an estimated $211K.
  • Independence Wealth Advisors (Ohio) first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
  • Independence Wealth Advisors (Ohio)'s Diageo position peaked at $211K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.