Jessup Wealth Management’s Diageo DEO Stock Holding History

Jessup 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	–	Sell	-220	Closed	-$19K	–	154
2025 Q4	$19K	Buy	+220	New	+$20.3K	0.01%	220

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

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

Jessup Wealth Management sold out of Diageo (DEO) in Q1 2026, closing a stake of 220 shares — an estimated $19K sold.

Jessup Wealth Management first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $19K in Q4 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Jessup Wealth Management reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 220 Diageo shares in Q1 2026, an estimated $19K.
Jessup Wealth Management first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Diageo position peaked at $19K in Q4 2025.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

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