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Proathlete Wealth Management’s Diageo DEO Stock Holding History

Proathlete Wealth Management’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 		$3.2K Hold
43
– – ﹤0.01% 190
2025
Q4 		$3.71K Buy
43
+18
+72% +$1.66K ﹤0.01% 194
2025
Q3 		$2.38K Hold
25
– – ﹤0.01% 172
2025
Q2 		$2.52K Hold
25
– – ﹤0.01% 196
2025
Q1 		$2.62K Buy
+25
New +$2.83K ﹤0.01% 175

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

Proathlete Wealth Management's DEO Position: Q1 2026 in Review

Proathlete Wealth Management held its Diageo (DEO) position steady in Q1 2026 at 43 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Proathlete Wealth Management first reported a position in DEO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.71K in Q4 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Proathlete Wealth Management held 43 shares of Diageo worth $3.2K as of Q1 2026.
  • Proathlete Wealth Management left its Diageo share count unchanged in Q1 2026.
  • Diageo made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Proathlete Wealth Management first reported a position in Diageo in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Diageo position peaked at $3.71K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.