S
DEO icon

SimplyRich’s Diageo DEO Stock Holding History

SimplyRich’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
-2,340
Closed -$201K – 235
2025
Q4 		$201K Hold
2,340
– – 0.05% 199
2025
Q3 		$223K Sell
2,340
-115
-5% -$12.1K 0.06% 191
2025
Q2 		$247K Hold
2,455
– – 0.07% 198
2025
Q1 		$257K Sell
2,455
-1,682
-41% -$190K 0.07% 195
2024
Q4 		$525K Buy
4,137
+294
+8% +$37.4K 0.15% 124
2024
Q3 		$539K Buy
3,843
+943
+33% +$123K 0.15% 126
2024
Q2 		$365K Buy
2,900
+40
+1% +$5.51K 0.12% 131
2024
Q1 		$426K Buy
2,860
+379
+15% +$55.5K 0.14% 122
2023
Q4 		$361K Sell
2,481
-48
-2% -$7.09K 0.12% 130
2023
Q3 		$377K Sell
2,529
-1,732
-41% -$290K 0.18% 108
2023
Q2 		$739K Buy
4,261
+6
+0.1% +$1.07K 0.26% 94
2023
Q1 		$770K Buy
4,255
+477
+13% +$84.2K 0.29% 92
2022
Q4 		$673K Buy
3,778
+1,120
+42% +$196K 0.27% 95
2022
Q3 		$451K Buy
2,658
+182
+7% +$32.6K 0.2% 101
2022
Q2 		$431K Sell
2,476
-152
-6% -$28.9K 0.18% 109
2022
Q1 		$533K Sell
2,628
-117
-4% -$23.4K 0.19% 110
2021
Q4 		$604K Hold
2,745
– – 0.2% 107
2021
Q3 		$529K Buy
2,745
+63
+2% +$12.2K 0.19% 111
2021
Q2 		$514K Buy
2,682
+206
+8% +$38.3K 0.24% 100
2021
Q1 		$407K Sell
2,476
-186
-7% -$30.4K 0.16% 116
2020
Q4 		$423K Hold
2,662
– – 0.19% 102
2020
Q3 		$366K Hold
2,662
– – 0.18% 106
2020
Q2 		$357K Buy
2,662
+87
+3% +$11.9K 0.2% 106
2020
Q1 		$332K Hold
2,575
– – 0.22% 95
2019
Q4 		$434K Hold
2,575
– – 0.22% 109
2019
Q3 		$419K Hold
2,575
– – 0.23% 107
2019
Q2 		$444K Buy
+2,575
New +$433K 0.25% 107
2018
Q4 		– Sell
-2,575
Closed -$365K – 93
2018
Q3 		$365K Hold
2,575
– – 0.2% 125
2018
Q2 		$371K Hold
2,575
– – 0.21% 121
2018
Q1 		$349K Hold
2,575
– – 0.19% 134
2017
Q4 		$376K Buy
+2,575
New +$355K 0.21% 122

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 $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

SimplyRich's DEO Position: Q1 2026 in Review

SimplyRich sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,340 shares — an estimated $201K sold.

SimplyRich first reported a position in DEO in Q4 2017 and held it in 31 quarters. The position peaked at $770K in Q1 2023. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • SimplyRich reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • SimplyRich sold 2,340 Diageo shares in Q1 2026, an estimated $201K.
  • SimplyRich first reported a position in Diageo in Q4 2017 and held it in 31 quarters.
  • SimplyRich's Diageo position peaked at $770K in Q1 2023.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.