Insigneo Advisory Services’s Diageo DEO Stock Holding History

Insigneo Advisory Services’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	$257K	Buy	3,451 +278	+9%	+$24.3K	0.02%	554
2025 Q4	$274K	Sell	3,173 -1,108	-26%	-$102K	0.02%	543
2025 Q3	$409K	Sell	4,281 -316	-7%	-$33.2K	0.03%	423
2025 Q2	$464K	Sell	4,597 -432	-9%	-$46.9K	0.04%	359
2025 Q1	$527K	Buy	5,029 +544	+12%	+$61.5K	0.05%	289
2024 Q4	$570K	Sell	4,485 -578	-11%	-$73.5K	0.06%	267
2024 Q3	$711K	Buy	5,063 +668	+15%	+$86.8K	0.07%	230
2024 Q2	$527K	Buy	4,395 +362	+9%	+$49.9K	0.06%	283
2024 Q1	$607K	Sell	4,033 -1,383	-26%	-$202K	0.07%	233
2023 Q4	$789K	Buy	5,416 +1,488	+38%	+$220K	0.11%	173
2023 Q3	$596K	Buy	3,928 +224	+6%	+$37.5K	0.12%	164
2023 Q2	$643K	Buy	3,704 +1,397	+61%	+$249K	0.12%	157
2023 Q1	$421K	Buy	2,307 +474	+26%	+$83.7K	0.13%	159
2022 Q4	$327K	Buy	+1,833	New	+$322K	0.12%	177

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

Insigneo Advisory Services's DEO Position: Q1 2026 in Review

Insigneo Advisory Services increased its Diageo (DEO) stake by 8.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 3,451 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #554.

Insigneo Advisory Services first reported a position in DEO in Q4 2022 and has held it in 14 quarters since. The position peaked at $789K in Q4 2023. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Insigneo Advisory Services held 3,451 shares of Diageo worth $257K as of Q1 2026.
Insigneo Advisory Services bought 278 Diageo shares in Q1 2026, an estimated $24.3K.
Diageo made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #554 holding.
Insigneo Advisory Services first reported a position in Diageo in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Diageo position peaked at $789K in Q4 2023.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.