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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
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 $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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koss-Olinger Consulting's DEO Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Diageo (DEO) stake by 6.9% in Q1 2026, selling an estimated $21.5K and leaving 3,332 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #238.

Koss-Olinger Consulting first reported a position in DEO in Q1 2025 and has held it in 5 quarters since. The position peaked at $868K in Q1 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Koss-Olinger Consulting held 3,332 shares of Diageo worth $248K as of Q1 2026.
  • Koss-Olinger Consulting sold 247 Diageo shares in Q1 2026, an estimated $21.5K.
  • Diageo made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #238 holding.
  • Koss-Olinger Consulting first reported a position in Diageo in Q1 2025 and has held it in 5 quarters since.
  • Koss-Olinger Consulting's Diageo position peaked at $868K in Q1 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.