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Wealth Preservation Advisors’s Diageo DEO Stock Holding History

Wealth Preservation Advisors’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
-29
Closed -$2.5K – 1063
2025
Q4 		$2.5K Hold
29
– – ﹤0.01% 485
2025
Q3 		$2.77K Buy
29
+6
+26% +$630 ﹤0.01% 455
2025
Q2 		$2.32K Buy
+23
New +$2.5K ﹤0.01% 469

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

Wealth Preservation Advisors's DEO Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 29 shares — an estimated $2.5K sold.

Wealth Preservation Advisors first reported a position in DEO in Q2 2025 and held it in 3 quarters. The position peaked at $2.77K in Q3 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 29 Diageo shares in Q1 2026, an estimated $2.5K.
  • Wealth Preservation Advisors first reported a position in Diageo in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Diageo position peaked at $2.77K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.