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Tucker Asset Management’s Diageo DEO Stock Holding History

Tucker Asset Management’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
-1,098
Closed -$94.7K – 524
2025
Q4 		$94.7K Buy
+1,098
New +$101K 0.03% 201
2025
Q1 		– Sell
-1,058
Closed -$135K – 440
2024
Q4 		$135K Sell
1,058
-142
-12% -$18.1K 0.01% 197
2024
Q3 		$168K Buy
1,200
+227
+23% +$29.5K 0.04% 165
2024
Q2 		$123K Sell
973
-433
-31% -$59.7K 0.03% 221
2024
Q1 		$209K Buy
1,406
+357
+34% +$52.2K 0.05% 165
2023
Q4 		$153K Buy
1,049
+131
+14% +$19.3K 0.04% 169
2023
Q3 		$137K Buy
918
+160
+21% +$26.8K 0.04% 175
2023
Q2 		$131K Sell
758
-29
-4% -$5.18K 0.04% 141
2023
Q1 		$143K Buy
787
+111
+16% +$19.6K 0.04% 113
2022
Q4 		$121K Buy
676
+168
+33% +$29.5K 0.04% 86
2022
Q3 		$84.8K Buy
508
+142
+39% +$25.4K 0.03% 90
2022
Q2 		$63.7K Sell
366
-3
-0.8% -$571 0.02% 78
2022
Q1 		$75K Sell
369
-3
-0.8% -$601 0.02% 69
2021
Q4 		$81.5K Buy
372
+61
+20% +$12.5K 0.03% 59
2021
Q3 		$62.1K Buy
311
+38
+14% +$7.36K 0.02% 72
2021
Q2 		$52.3K Buy
273
+35
+15% +$6.51K 0.02% 68
2021
Q1 		$39.1K Buy
238
+110
+86% +$18K 0.02% 90
2020
Q4 		$20.3K Buy
+128
New +$19.1K 0.01% 138

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

Tucker Asset Management's DEO Position: Q1 2026 in Review

Tucker Asset Management sold out of Diageo (DEO) in Q1 2026, closing a stake of 1,098 shares — an estimated $94.7K sold.

Tucker Asset Management first reported a position in DEO in Q4 2020 and held it in 18 quarters. The position peaked at $209K in Q1 2024. 745 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Tucker Asset Management reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 1,098 Diageo shares in Q1 2026, an estimated $94.7K.
  • Tucker Asset Management first reported a position in Diageo in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's Diageo position peaked at $209K in Q1 2024.
  • 745 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.