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Koss-Olinger Consulting’s Diageo DEO Stock Holding History

Koss-Olinger Consulting’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
Q2 		– Sell
-3,332
Closed -$248K – 195
2026
Q1 		$248K Sell
3,332
-247
-7% -$21.5K 0.02% 238
2025
Q4 		$309K Sell
3,579
-4,567
-56% -$421K 0.02% 220
2025
Q3 		$821K Sell
8,146
-11
-0.1% -$1.15K 0.07% 137
2025
Q2 		$823K Sell
8,157
-129
-2% -$14K 0.07% 137
2025
Q1 		$868K Buy
+8,286
New +$937K 0.07% 130

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Koss-Olinger Consulting's DEO Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Diageo (DEO) in Q2 2026, closing a stake of 3,332 shares — an estimated $248K sold.

Koss-Olinger Consulting first reported a position in DEO in Q1 2025 and held it in 5 quarters. The position peaked at $868K in Q1 2025. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,332 Diageo shares in Q2 2026, an estimated $248K.
  • Koss-Olinger Consulting first reported a position in Diageo in Q1 2025 and held it in 5 quarters.
  • Koss-Olinger Consulting's Diageo position peaked at $868K in Q1 2025.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.