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Principal Street Partners’s Diageo DEO Stock Holding History

Principal Street Partners’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
-2,434
Closed -$210K – 255
2025
Q4 		$210K Buy
2,434
+27
+1% +$2.49K 0.04% 219
2025
Q3 		$230K Sell
2,407
-2,741
-53% -$288K 0.04% 229
2025
Q2 		$519K Buy
5,148
+2,622
+104% +$284K 0.05% 193
2025
Q1 		$265K Buy
2,526
+132
+6% +$14.9K 0.05% 186
2024
Q4 		$304K Sell
2,394
-2,450
-51% -$312K 0.06% 164
2024
Q3 		$611K Buy
4,844
+2,418
+100% +$314K 0.1% 123
2024
Q2 		$306K Sell
2,426
-114
-4% -$15.7K 0.05% 177
2024
Q1 		$363K Sell
2,540
-19
-0.7% -$2.78K 0.07% 161
2023
Q4 		$373K Sell
2,559
-2,695
-51% -$398K 0.09% 142
2023
Q3 		$784K Buy
5,254
+2,664
+103% +$446K 0.16% 100
2023
Q2 		$449K Buy
2,590
+310
+14% +$55.3K 0.11% 128
2023
Q1 		$417K Sell
2,280
-91
-4% -$16.1K 0.11% 137
2022
Q4 		$422K Sell
2,371
-124
-5% -$21.8K 0.11% 135
2022
Q3 		$430K Sell
2,495
-303
-11% -$54.3K 0.11% 130
2022
Q2 		$487K Buy
2,798
+211
+8% +$40.1K 0.13% 125
2022
Q1 		$530K Buy
+2,587
New +$518K 0.12% 136
2021
Q4 		– Sell
-2,513
Closed -$491K – 199
2021
Q3 		$491K Buy
2,513
+475
+23% +$92K 0.13% 118
2021
Q2 		$391K Buy
2,038
+110
+6% +$20.5K 0.1% 140
2021
Q1 		$319K Buy
1,928
+60
+3% +$9.81K 0.04% 171
2020
Q4 		$297K Buy
1,868
+114
+6% +$17K 0.09% 146
2020
Q3 		$245K Buy
+1,754
New +$242K 0.09% 144

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $304B AUM 35.64% 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 $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Street Partners's DEO Position: Q1 2026 in Review

Principal Street Partners sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,434 shares — an estimated $210K sold.

Principal Street Partners first reported a position in DEO in Q3 2020 and held it in 21 quarters. The position peaked at $784K in Q3 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Principal Street Partners reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Principal Street Partners sold 2,434 Diageo shares in Q1 2026, an estimated $210K.
  • Principal Street Partners first reported a position in Diageo in Q3 2020 and held it in 21 quarters.
  • Principal Street Partners's Diageo position peaked at $784K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.