Toth Financial Advisory’s Diageo DEO Stock Holding History

Toth Financial Advisory’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	-3	Closed	-$259	–	954
2025 Q4	$259	Buy	+3	New	+$276	﹤0.01%	839
2025 Q1	–	Sell	-10	Closed	-$1.27K	–	729
2024 Q4	$1.27K	Buy	+10	New	+$1.27K	﹤0.01%	640
2024 Q2	–	Sell	-10	Closed	-$1.49K	–	764
2024 Q1	$1.49K	Hold	10	–	–	﹤0.01%	647
2023 Q4	$1.46K	Buy	+10	New	+$1.48K	﹤0.01%	656
2023 Q3	–	Sell	-15	Closed	-$2.6K	–	781
2023 Q2	$2.6K	Buy	+15	New	+$2.68K	﹤0.01%	614

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 $6.4B AUM 9.79% 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

Toth Financial Advisory's DEO Position: Q1 2026 in Review

Toth Financial Advisory sold out of Diageo (DEO) in Q1 2026, closing a stake of 3 shares — an estimated $259 sold.

Toth Financial Advisory first reported a position in DEO in Q2 2023 and held it in 5 quarters. The position peaked at $2.6K in Q2 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Toth Financial Advisory reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 3 Diageo shares in Q1 2026, an estimated $259.
Toth Financial Advisory first reported a position in Diageo in Q2 2023 and held it in 5 quarters.
Toth Financial Advisory's Diageo position peaked at $2.6K in Q2 2023.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.