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Purpose Unlimited Inc’s Diageo DEO Stock Holding History

Purpose Unlimited Inc’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 		$6.18K Sell
83
-48
-37% -$4.19K ﹤0.01% 427
2025
Q4 		$11.3K Buy
+131
New +$12.1K ﹤0.01% 303

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

Purpose Unlimited Inc's DEO Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Diageo (DEO) stake by 37% in Q1 2026, selling an estimated $4.19K and leaving 83 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Purpose Unlimited Inc first reported a position in DEO in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.3K in Q4 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Purpose Unlimited Inc held 83 shares of Diageo worth $6.18K as of Q1 2026.
  • Purpose Unlimited Inc sold 48 Diageo shares in Q1 2026, an estimated $4.19K.
  • Diageo made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #427 holding.
  • Purpose Unlimited Inc first reported a position in Diageo in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Diageo position peaked at $11.3K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.