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Leith Wheeler Investment Counsel’s Diageo DEO Stock Holding History

Leith Wheeler Investment Counsel’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
-12,740
Closed -$1.1M – 87
2025
Q4 		$1.1M Buy
+12,740
New +$1.17M 0.08% 62

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

Leith Wheeler Investment Counsel's DEO Position: Q1 2026 in Review

Leith Wheeler Investment Counsel sold out of Diageo (DEO) in Q1 2026, closing a stake of 12,740 shares — an estimated $1.1M sold.

Leith Wheeler Investment Counsel first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $1.1M in Q4 2025. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Leith Wheeler Investment Counsel reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 12,740 Diageo shares in Q1 2026, an estimated $1.1M.
  • Leith Wheeler Investment Counsel first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's Diageo position peaked at $1.1M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.