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Root Financial Partners’s Diageo DEO Stock Holding History

Root Financial 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 		$1.12K Sell
15
-125
-89% -$10.9K ﹤0.01% 2569
2025
Q4 		$12.1K Buy
140
+2
+1% +$184 ﹤0.01% 1421
2025
Q3 		$13.2K Buy
+138
New +$14.5K ﹤0.01% 1321

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

Root Financial Partners's DEO Position: Q1 2026 in Review

Root Financial Partners reduced its Diageo (DEO) stake by 89% in Q1 2026, selling an estimated $10.9K and leaving 15 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Root Financial Partners first reported a position in DEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q3 2025. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Root Financial Partners held 15 shares of Diageo worth $1.12K as of Q1 2026.
  • Root Financial Partners sold 125 Diageo shares in Q1 2026, an estimated $10.9K.
  • Diageo made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2569 holding.
  • Root Financial Partners first reported a position in Diageo in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Diageo position peaked at $13.2K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.