SFO
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Stokes Family Office’s Diageo DEO Stock Holding History

Stokes Family Office’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 		$251K Hold
3,376
– – 0.03% 248
2025
Q4 		$291K Sell
3,376
-620
-16% -$57.1K 0.03% 252
2025
Q3 		$381K Buy
3,996
+135
+3% +$14.2K 0.04% 205
2025
Q2 		$389K Sell
3,861
-521
-12% -$56.5K 0.04% 180
2025
Q1 		$459K Sell
4,382
-2,554
-37% -$289K 0.05% 164
2024
Q4 		$882K Buy
6,936
+349
+5% +$44.4K 0.09% 127
2024
Q3 		$924K Sell
6,587
-855
-11% -$111K 0.1% 120
2024
Q2 		$938K Sell
7,442
-104
-1% -$14.3K 0.11% 120
2024
Q1 		$1.12M Sell
7,546
-73
-1% -$10.7K 0.14% 109
2023
Q4 		$1.11M Sell
7,619
-1,800
-19% -$266K 0.15% 104
2023
Q3 		$1.41M Sell
9,419
-5,984
-39% -$1M 0.16% 107
2023
Q2 		$2.67M Buy
15,403
+581
+4% +$104K 0.31% 68
2023
Q1 		$2.69M Buy
14,822
+220
+2% +$38.8K 0.33% 66
2022
Q4 		$2.6M Buy
14,602
+2,309
+19% +$405K 0.33% 68
2022
Q3 		$2.09M Sell
12,293
-235
-2% -$42.1K 0.3% 70
2022
Q2 		$2.18M Sell
12,528
-208
-2% -$39.6K 0.3% 72
2022
Q1 		$2.59M Sell
12,736
-19
-0.1% -$3.81K 0.34% 64
2021
Q4 		$2.81M Buy
12,755
+92
+0.7% +$18.9K 0.35% 60
2021
Q3 		$2.44M Buy
12,663
+10
+0.1% +$1.94K 0.34% 62
2021
Q2 		$2.42M Sell
12,653
-40
-0.3% -$7.44K 0.34% 63
2021
Q1 		$2.08M Buy
12,693
+774
+6% +$127K 0.32% 63
2020
Q4 		$1.89M Buy
11,919
+444
+4% +$66.2K 0.37% 57
2020
Q3 		$1.58M Buy
11,475
+705
+7% +$97.2K 0.36% 59
2020
Q2 		$1.45M Buy
10,770
+26
+0.2% +$3.57K 0.36% 58
2020
Q1 		$1.37M Sell
10,744
-110
-1% -$16.5K 0.36% 57
2019
Q4 		$1.83M Buy
+10,854
New +$1.76M 0.41% 54

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

Stokes Family Office's DEO Position: Q1 2026 in Review

Stokes Family Office held its Diageo (DEO) position steady in Q1 2026 at 3,376 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #248.

Stokes Family Office first reported a position in DEO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.81M in Q4 2021. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Stokes Family Office held 3,376 shares of Diageo worth $251K as of Q1 2026.
  • Stokes Family Office left its Diageo share count unchanged in Q1 2026.
  • Diageo made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #248 holding.
  • Stokes Family Office first reported a position in Diageo in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Diageo position peaked at $2.81M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.