Wilkins Investment Counsel’s Diageo DEO Stock Holding History

Wilkins Investment Counsel’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	-2,500	Closed	-$216K	–	120
2025 Q4	$216K	Hold	2,500	–	–	0.03%	116
2025 Q3	$239K	Hold	2,500	–	–	0.03%	114
2025 Q2	$252K	Hold	2,500	–	–	0.04%	115
2025 Q1	$262K	Sell	2,500 -1,110	-31%	-$125K	0.04%	115
2024 Q4	$459K	Sell	3,610 -100	-3%	-$12.7K	0.07%	100
2024 Q3	$521K	Hold	3,710	–	–	0.07%	100
2024 Q2	$468K	Hold	3,710	–	–	0.07%	99
2024 Q1	$552K	Buy	+3,710	New	+$543K	0.08%	95

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 $5.24B 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 $871B AUM 31.28% 1-Year Est. Return

Wilkins Investment Counsel's DEO Position: Q1 2026 in Review

Wilkins Investment Counsel sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,500 shares — an estimated $216K sold.

Wilkins Investment Counsel first reported a position in DEO in Q1 2024 and held it in 8 quarters. The position peaked at $552K in Q1 2024. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Wilkins Investment Counsel reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Wilkins Investment Counsel sold 2,500 Diageo shares in Q1 2026, an estimated $216K.
Wilkins Investment Counsel first reported a position in Diageo in Q1 2024 and held it in 8 quarters.
Wilkins Investment Counsel's Diageo position peaked at $552K in Q1 2024.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.