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Larson Financial Group’s Diageo DEO Stock Holding History

Larson Financial Group’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 		$29.6K Buy
397
+14
+4% +$1.22K ﹤0.01% 1634
2025
Q4 		$33K Buy
383
+3
+0.8% +$276 ﹤0.01% 1441
2025
Q3 		$36.2K Sell
380
-88
-19% -$9.23K ﹤0.01% 1303
2025
Q2 		$47.2K Sell
468
-52
-10% -$5.64K ﹤0.01% 1095
2025
Q1 		$54.5K Hold
520
– – ﹤0.01% 992
2024
Q4 		$66.1K Sell
520
-84
-14% -$10.7K ﹤0.01% 822
2024
Q3 		$84.8K Buy
604
+263
+77% +$34.2K ﹤0.01% 764
2024
Q2 		$43K Buy
341
+19
+6% +$2.62K ﹤0.01% 849
2024
Q1 		$47.9K Sell
322
-26
-7% -$3.81K ﹤0.01% 701
2023
Q4 		$50.7K Hold
348
– – ﹤0.01% 643
2023
Q3 		$51.9K Hold
348
– – 0.01% 602
2023
Q2 		$60.4K Sell
348
-98
-22% -$17.5K 0.01% 516
2023
Q1 		$80.8K Buy
446
+100
+29% +$17.6K 0.01% 455
2022
Q4 		$61.7K Buy
346
+3
+0.9% +$526 0.01% 486
2022
Q3 		$58K Hold
343
– – 0.01% 443
2022
Q2 		$60K Buy
343
+176
+105% +$33.5K 0.01% 334
2022
Q1 		$34K Hold
167
– – 0.01% 436
2021
Q4 		$37K Buy
167
+67
+67% +$13.7K 0.01% 434
2021
Q3 		$19K Hold
100
– – ﹤0.01% 474
2021
Q2 		$19K Hold
100
– – ﹤0.01% 441
2021
Q1 		$16K Hold
100
– – ﹤0.01% 450
2020
Q4 		$16K Hold
100
– – 0.01% 411
2020
Q3 		$14K Hold
100
– – 0.01% 380
2020
Q2 		$13K Buy
+100
New +$13.7K 0.01% 340

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 $13.1B AUM 15.62% 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

Larson Financial Group's DEO Position: Q1 2026 in Review

Larson Financial Group increased its Diageo (DEO) stake by 3.7% in Q1 2026, buying an estimated $1.22K and bringing the position to 397 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Larson Financial Group first reported a position in DEO in Q2 2020 and has held it in 24 quarters since. The position peaked at $84.8K in Q3 2024. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Larson Financial Group held 397 shares of Diageo worth $29.6K as of Q1 2026.
  • Larson Financial Group bought 14 Diageo shares in Q1 2026, an estimated $1.22K.
  • Diageo made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1634 holding.
  • Larson Financial Group first reported a position in Diageo in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Diageo position peaked at $84.8K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.