SPWM Advisors’s Diageo DEO Stock Holding History

SPWM Advisors’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	-5,973	Closed	-$515K	–	96
2025 Q4	$515K	Buy	+5,973	New	+$550K	0.49%	60

Other funds holding DEO

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 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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SPWM Advisors's DEO Position: Q1 2026 in Review

SPWM Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 5,973 shares — an estimated $515K sold.

SPWM Advisors first reported a position in DEO in Q4 2025 and held it in 1 quarter. The position peaked at $515K in Q4 2025. 745 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

SPWM Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
SPWM Advisors sold 5,973 Diageo shares in Q1 2026, an estimated $515K.
SPWM Advisors first reported a position in Diageo in Q4 2025 and held it in 1 quarter.
SPWM Advisors's Diageo position peaked at $515K in Q4 2025.
745 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on SPWM Advisors's 13F filing for Q1 2026, filed 14 May 2026.