West Financial Advisors’s Diageo DEO Stock Holding History

West Financial 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	-13	Closed	-$1.12K	–	210
2025 Q4	$1.12K	Buy	+13	New	+$1.2K	﹤0.01%	217
2025 Q3	–	Sell	-41	Closed	-$4.13K	–	201
2025 Q2	$4.13K	Hold	41	–	–	﹤0.01%	168
2025 Q1	$4.3K	Hold	41	–	–	﹤0.01%	165
2024 Q4	$5.21K	Hold	41	–	–	﹤0.01%	164
2024 Q3	$5.75K	Hold	41	–	–	﹤0.01%	161
2024 Q2	$5.17K	Hold	41	–	–	﹤0.01%	134
2024 Q1	$6.1K	Hold	41	–	–	﹤0.01%	132
2023 Q4	$5.97K	Hold	41	–	–	﹤0.01%	136
2023 Q3	$6.12K	Hold	41	–	–	﹤0.01%	149
2023 Q2	$7.11K	Buy	+41	New	+$7.32K	﹤0.01%	135
2022 Q4	–	Sell	-225	Closed	-$38K	–	174
2022 Q3	$38K	Hold	225	–	–	0.01%	106
2022 Q2	$39K	Sell	225 -37	-14%	-$7.04K	0.01%	103
2022 Q1	$53K	Buy	262 +37	+16%	+$7.41K	0.01%	101
2021 Q4	$50K	Hold	225	–	–	0.01%	108
2021 Q3	$43K	Hold	225	–	–	0.01%	103
2021 Q2	$43K	Hold	225	–	–	0.01%	94
2021 Q1	$37K	Hold	225	–	–	0.01%	96
2020 Q4	$36K	Buy	+225	New	+$33.6K	0.01%	96

Other funds holding DEO

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Financial Advisors's DEO Position: Q1 2026 in Review

West Financial Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 13 shares — an estimated $1.12K sold.

West Financial Advisors first reported a position in DEO in Q4 2020 and held it in 18 quarters. The position peaked at $53K in Q1 2022. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

West Financial Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 13 Diageo shares in Q1 2026, an estimated $1.12K.
West Financial Advisors first reported a position in Diageo in Q4 2020 and held it in 18 quarters.
West Financial Advisors's Diageo position peaked at $53K in Q1 2022.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.