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Sound View Wealth Advisors Group’s Diageo DEO Stock Holding History

Sound View Wealth Advisors 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 		$461K Sell
6,197
-1,115
-15% -$97.3K 0.03% 278
2025
Q4 		$631K Sell
7,312
-1,901
-21% -$175K 0.04% 245
2025
Q3 		$879K Sell
9,213
-800
-8% -$84K 0.06% 207
2025
Q2 		$1.01M Sell
10,013
-1,804
-15% -$196K 0.07% 185
2025
Q1 		$1.24M Sell
11,817
-1,533
-11% -$173K 0.1% 157
2024
Q4 		$1.7M Sell
13,350
-786
-6% -$100K 0.14% 131
2024
Q3 		$1.98M Buy
14,136
+331
+2% +$43K 0.16% 126
2024
Q2 		$1.74M Sell
13,805
-378
-3% -$52.1K 0.18% 120
2024
Q1 		$2.11M Buy
14,183
+442
+3% +$64.7K 0.22% 105
2023
Q4 		$2M Sell
13,741
-795
-5% -$117K 0.22% 111
2023
Q3 		$2.17M Buy
14,536
+302
+2% +$50.6K 0.27% 89
2023
Q2 		$2.47M Sell
14,234
-860
-6% -$154K 0.32% 72
2023
Q1 		$2.73M Buy
15,094
+1,353
+10% +$239K 0.38% 67
2022
Q4 		$2M Buy
13,741
+199
+1% +$34.9K 0.22% 111
2022
Q3 		$2.3M Sell
13,542
-322
-2% -$57.7K 0.52% 51
2022
Q2 		$2.41M Sell
13,864
-403
-3% -$76.7K 0.51% 54
2022
Q1 		$2.9M Sell
14,267
-31
-0.2% -$6.21K 0.55% 51
2021
Q4 		$3.15M Buy
14,298
+51
+0.4% +$10.5K 0.6% 50
2021
Q3 		$2.75M Sell
14,247
-113
-0.8% -$21.9K 0.57% 47
2021
Q2 		$2.75M Sell
14,360
-430
-3% -$80K 0.58% 47
2021
Q1 		$2.43M Buy
14,790
+17
+0.1% +$2.78K 0.57% 49
2020
Q4 		$2.35M Sell
14,773
-302
-2% -$45K 0.57% 48
2020
Q3 		$2.08M Sell
15,075
-2,721
-15% -$375K 0.55% 52
2020
Q2 		$2.39M Buy
17,796
+339
+2% +$46.5K 0.67% 46
2020
Q1 		$2.22M Sell
17,457
-137
-0.8% -$20.6K 0.77% 43
2019
Q4 		$2.96M Buy
17,594
+81
+0.5% +$13.2K 0.84% 41
2019
Q3 		$2.86M Sell
17,513
-1,143
-6% -$191K 0.85% 38
2019
Q2 		$3.21M Buy
+18,656
New +$3.14M 0.95% 32

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

Sound View Wealth Advisors Group's DEO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Diageo (DEO) stake by 15% in Q1 2026, selling an estimated $97.3K and leaving 6,197 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #278.

Sound View Wealth Advisors Group first reported a position in DEO in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.21M in Q2 2019. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Sound View Wealth Advisors Group held 6,197 shares of Diageo worth $461K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,115 Diageo shares in Q1 2026, an estimated $97.3K.
  • Diageo made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #278 holding.
  • Sound View Wealth Advisors Group first reported a position in Diageo in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Diageo position peaked at $3.21M in Q2 2019.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.