PCS
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Personal CFO Solutions’s Diageo DEO Stock Holding History

Personal CFO Solutions’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 		$407K Buy
5,460
+507
+10% +$44.2K 0.06% 294
2025
Q4 		$427K Buy
4,953
+35
+0.7% +$3.22K 0.07% 266
2025
Q3 		$469K Buy
4,918
+938
+24% +$98.4K 0.08% 243
2025
Q2 		$401K Sell
3,980
-254
-6% -$27.6K 0.07% 261
2025
Q1 		$444K Sell
4,234
-42
-1% -$4.75K 0.09% 232
2024
Q4 		$544K Buy
4,276
+2,833
+196% +$360K 0.11% 190
2024
Q3 		$203K Buy
+1,443
New +$188K 0.03% 535
2024
Q2 		– Sell
-1,402
Closed -$209K – 548
2024
Q1 		$209K Buy
+1,402
New +$205K 0.03% 512
2023
Q1 		– Sell
-1,917
Closed -$342K – 480
2022
Q4 		$342K Sell
1,917
-165
-8% -$28.9K 0.07% 266
2022
Q3 		$353K Sell
2,082
-240
-10% -$43K 0.09% 220
2022
Q2 		$404K Buy
2,322
+13
+0.6% +$2.47K 0.09% 196
2022
Q1 		$469K Buy
2,309
+253
+12% +$50.7K 0.09% 212
2021
Q4 		$453K Buy
2,056
+68
+3% +$13.9K 0.08% 216
2021
Q3 		$384K Buy
+1,988
New +$385K 0.08% 226
2020
Q1 		– Sell
-1,488
Closed -$251K – 299
2019
Q4 		$251K Buy
1,488
+3
+0.2% +$488 0.07% 260
2019
Q3 		$243K Buy
+1,485
New +$248K 0.1% 238

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

Personal CFO Solutions's DEO Position: Q1 2026 in Review

Personal CFO Solutions increased its Diageo (DEO) stake by 10% in Q1 2026, buying an estimated $44.2K and bringing the position to 5,460 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #294.

Personal CFO Solutions first reported a position in DEO in Q3 2019 and has held it in 16 quarters since. The position peaked at $544K in Q4 2024. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Personal CFO Solutions held 5,460 shares of Diageo worth $407K as of Q1 2026.
  • Personal CFO Solutions bought 507 Diageo shares in Q1 2026, an estimated $44.2K.
  • Diageo made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #294 holding.
  • Personal CFO Solutions first reported a position in Diageo in Q3 2019 and has held it in 16 quarters since.
  • Personal CFO Solutions's Diageo position peaked at $544K in Q4 2024.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.