Smartleaf Asset Management’s Diageo DEO Stock Holding History

Smartleaf Asset 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	$301K	Buy	4,098 +833	+26%	+$72.7K	0.01%	655
2025 Q4	$283K	Buy	3,265 +407	+14%	+$37.5K	0.01%	667
2025 Q3	$272K	Buy	2,858 +1,025	+56%	+$108K	0.02%	630
2025 Q2	$184K	Buy	1,833 +246	+16%	+$26.7K	0.02%	605
2025 Q1	$167K	Sell	1,587 -237	-13%	-$26.8K	0.02%	629
2024 Q4	$231K	Buy	1,824 +1,031	+130%	+$131K	0.02%	498
2024 Q3	$112K	Buy	793 +406	+105%	+$52.8K	0.01%	680
2024 Q2	$49.1K	Buy	387 +19	+5%	+$2.62K	0.01%	747
2024 Q1	$55K	Buy	368 +94	+34%	+$13.8K	0.01%	660
2023 Q4	$10.8K	Buy	+274	New	+$40.5K	﹤0.01%	760

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 $5.11B AUM 8.63% 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

Smartleaf Asset Management's DEO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Diageo (DEO) stake by 26% in Q1 2026, buying an estimated $72.7K and bringing the position to 4,098 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #655.

Smartleaf Asset Management first reported a position in DEO in Q4 2023 and has held it in 10 quarters since. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Smartleaf Asset Management held 4,098 shares of Diageo worth $301K as of Q1 2026.
Smartleaf Asset Management bought 833 Diageo shares in Q1 2026, an estimated $72.7K.
Diageo made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #655 holding.
Smartleaf Asset Management first reported a position in Diageo in Q4 2023 and has held it in 10 quarters since.
743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.