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Tranquilli Financial Advisor’s Diageo DEO Stock Holding History

Tranquilli Financial Advisor’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
-4,549
Closed -$392K – 138
2025
Q4 		$392K Buy
4,549
+254
+6% +$23.4K 0.23% 90
2025
Q3 		$410K Buy
+4,295
New +$451K 0.24% 83
2025
Q1 		– Sell
-1,786
Closed -$227K – 114
2024
Q4 		$227K Buy
1,786
+32
+2% +$4.07K 0.14% 97
2024
Q3 		$246K Sell
1,754
-86
-5% -$11.2K 0.15% 98
2024
Q2 		$232K Buy
1,840
+421
+30% +$58K 0.16% 94
2024
Q1 		$211K Buy
+1,419
New +$208K 0.14% 101

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 $11.9B AUM 10.84% 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

Tranquilli Financial Advisor's DEO Position: Q1 2026 in Review

Tranquilli Financial Advisor sold out of Diageo (DEO) in Q1 2026, closing a stake of 4,549 shares — an estimated $392K sold.

Tranquilli Financial Advisor first reported a position in DEO in Q1 2024 and held it in 6 quarters. The position peaked at $410K in Q3 2025. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Tranquilli Financial Advisor reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 4,549 Diageo shares in Q1 2026, an estimated $392K.
  • Tranquilli Financial Advisor first reported a position in Diageo in Q1 2024 and held it in 6 quarters.
  • Tranquilli Financial Advisor's Diageo position peaked at $410K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.