QWM
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Quaker Wealth Management’s Diageo DEO Stock Holding History

Quaker 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
2025
Q2 		– Sell
-31
Closed -$3.21K – 1081
2025
Q1 		$3.21K Buy
+31
New +$3.5K ﹤0.01% 367

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

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

Quaker Wealth Management held its Diageo (DEO) position steady in Q1 2026 at 32 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Quaker Wealth Management first reported a position in DEO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.13K in Q2 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Quaker Wealth Management held 32 shares of Diageo worth $2.38K as of Q1 2026.
  • Quaker Wealth Management left its Diageo share count unchanged in Q1 2026.
  • Diageo made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #403 holding.
  • Quaker Wealth Management first reported a position in Diageo in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Diageo position peaked at $3.13K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.