Kohmann Bosshard Financial Services’s Diageo DEO Stock Holding History

Kohmann Bosshard Financial 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	–	Sell	-43	Closed	-$3.7K	–	300
2025 Q4	$3.7K	Buy	+43	New	+$3.96K	﹤0.01%	939
2025 Q1	–	Sell	-42	Closed	-$5.37K	–	406
2024 Q4	$5.37K	Buy	+42	New	+$5.34K	﹤0.01%	539

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 $5.24B AUM 11.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Kohmann Bosshard Financial Services's DEO Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Diageo (DEO) in Q1 2026, closing a stake of 43 shares — an estimated $3.7K sold.

Kohmann Bosshard Financial Services first reported a position in DEO in Q4 2024 and held it in 2 quarters. The position peaked at $5.37K in Q4 2024. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 43 Diageo shares in Q1 2026, an estimated $3.7K.
Kohmann Bosshard Financial Services first reported a position in Diageo in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's Diageo position peaked at $5.37K in Q4 2024.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.