Turning Point Benefit Group’s Diageo DEO Stock Holding History

Turning Point Benefit Group’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	-13	Closed	-$1.12K	–	279
2025 Q4	$1.12K	Hold	13	–	–	﹤0.01%	543
2025 Q3	$1.25K	Buy	+13	New	+$1.36K	﹤0.01%	367

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

Turning Point Benefit Group's DEO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Diageo (DEO) in Q1 2026, closing a stake of 13 shares — an estimated $1.12K sold.

Turning Point Benefit Group first reported a position in DEO in Q3 2025 and held it in 2 quarters. The position peaked at $1.25K in Q3 2025. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Turning Point Benefit Group reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 13 Diageo shares in Q1 2026, an estimated $1.12K.
Turning Point Benefit Group first reported a position in Diageo in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Diageo position peaked at $1.25K in Q3 2025.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.