SAG
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SageView Advisory Group’s Diageo DEO Stock Holding History

SageView Advisory Group’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
-1,384
Closed -$119K – 1050
2025
Q4 		$119K Buy
+1,384
New +$127K ﹤0.01% 772
2025
Q3 		– Sell
-5,315
Closed -$554K – 649
2025
Q2 		$554K Sell
5,315
-135
-2% -$14.6K 0.02% 353
2025
Q1 		$571K Buy
5,450
+89
+2% +$10.1K 0.02% 321
2024
Q4 		$682K Buy
5,361
+351
+7% +$44.7K 0.03% 285
2024
Q3 		$703K Sell
5,010
-1,420
-22% -$185K 0.04% 245
2024
Q2 		$811K Buy
6,430
+763
+13% +$105K 0.04% 253
2024
Q1 		$843K Sell
5,667
-2,002
-26% -$293K 0.04% 224
2023
Q4 		$1.11M Buy
7,669
+5,345
+230% +$789K 0.05% 237
2023
Q3 		$347K Sell
2,324
-49
-2% -$8.2K 0.02% 393
2023
Q2 		$412K Buy
2,373
+326
+16% +$58.2K 0.02% 381
2023
Q1 		$371K Sell
2,047
-6
-0.3% -$1.06K 0.02% 354
2022
Q4 		$366K Buy
+2,053
New +$360K 0.03% 293

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

SageView Advisory Group's DEO Position: Q1 2026 in Review

SageView Advisory Group sold out of Diageo (DEO) in Q1 2026, closing a stake of 1,384 shares — an estimated $119K sold.

SageView Advisory Group first reported a position in DEO in Q4 2022 and held it in 12 quarters. The position peaked at $1.11M in Q4 2023. 745 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • SageView Advisory Group reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,384 Diageo shares in Q1 2026, an estimated $119K.
  • SageView Advisory Group first reported a position in Diageo in Q4 2022 and held it in 12 quarters.
  • SageView Advisory Group's Diageo position peaked at $1.11M in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.