SHP Wealth Management’s Diageo DEO Stock Holding History

SHP 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	$223	Buy	+3	New	+$262	﹤0.01%	1722

Other funds holding DEO

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Diageo (DEO) in Q1 2026: 3 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings.

744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

SHP Wealth Management held 3 shares of Diageo worth $223 as of Q1 2026.
Diageo was a new SHP Wealth Management position in Q1 2026.
Diageo made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1722 holding.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.