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Steigerwald Gordon & Koch’s Diageo DEO Stock Holding History

Steigerwald Gordon & Koch’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
-39
Closed -$3.37K – 813
2025
Q4 		$3.37K Buy
39
+14
+56% +$1.29K ﹤0.01% 743
2025
Q3 		$2.39K Buy
+25
New +$2.62K ﹤0.01% 711

Other funds holding DEO

Fidelity Investments
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
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steigerwald Gordon & Koch's DEO Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Diageo (DEO) in Q1 2026, closing a stake of 39 shares — an estimated $3.37K sold.

Steigerwald Gordon & Koch first reported a position in DEO in Q3 2025 and held it in 2 quarters. The position peaked at $3.37K in Q4 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 39 Diageo shares in Q1 2026, an estimated $3.37K.
  • Steigerwald Gordon & Koch first reported a position in Diageo in Q3 2025 and held it in 2 quarters.
  • Steigerwald Gordon & Koch's Diageo position peaked at $3.37K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.