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Mount Yale Investment Advisors’s Diageo DEO Stock Holding History

Mount Yale Investment Advisors’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 		$720K Buy
9,678
+6,886
+247% +$601K 0.02% 599
2025
Q4 		$241K Buy
2,792
+141
+5% +$13K 0.01% 647
2025
Q3 		$253K Sell
2,651
-2,765
-51% -$290K 0.02% 560
2025
Q2 		$546K Buy
5,416
+1,076
+25% +$117K 0.04% 323
2025
Q1 		$455K Buy
4,340
+2,077
+92% +$235K 0.04% 346
2024
Q4 		$288K Sell
2,263
-1,984
-47% -$252K 0.02% 452
2024
Q3 		$596K Sell
4,247
-104
-2% -$13.5K 0.06% 306
2024
Q2 		$549K Buy
4,351
+941
+28% +$130K 0.04% 326
2024
Q1 		$507K Buy
3,410
+1,282
+60% +$188K 0.04% 346
2023
Q4 		$310K Sell
2,128
-243
-10% -$35.9K 0.03% 405
2023
Q3 		$354K Buy
2,371
+139
+6% +$23.3K 0.04% 362
2023
Q2 		$387K Buy
2,232
+169
+8% +$30.2K 0.04% 343
2023
Q1 		$374K Buy
+2,063
New +$364K 0.04% 341
2018
Q4 		– Sell
-140
Closed -$20K – 429
2018
Q3 		$20K Hold
140
– – ﹤0.01% 781
2018
Q2 		$20K Hold
140
– – ﹤0.01% 792
2018
Q1 		$19K Buy
+140
New +$19.5K ﹤0.01% 778

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 $5.24B AUM 11.32% 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

Mount Yale Investment Advisors's DEO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Diageo (DEO) stake by 247% in Q1 2026, buying an estimated $601K and bringing the position to 9,678 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #599.

Mount Yale Investment Advisors first reported a position in DEO in Q1 2018 and has held it in 16 quarters since. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Mount Yale Investment Advisors held 9,678 shares of Diageo worth $720K as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,886 Diageo shares in Q1 2026, an estimated $601K.
  • Diageo made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #599 holding.
  • Mount Yale Investment Advisors first reported a position in Diageo in Q1 2018 and has held it in 16 quarters since.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.