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Aigen Investment Management’s Diageo DEO Stock Holding History

Aigen Investment 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
Q2 		– Sell
-3,404
Closed -$253K – 610
2026
Q1 		$253K Sell
3,404
-14,533
-81% -$1.27M 0.07% 363
2025
Q4 		$1.55M Buy
17,937
+11,804
+192% +$1.09M 0.36% 67
2025
Q3 		$585K Sell
6,133
-1,283
-17% -$135K 0.09% 352
2025
Q2 		$748K Sell
7,416
-11,944
-62% -$1.3M 0.1% 309
2025
Q1 		$2.03M Buy
+19,360
New +$2.19M 0.32% 80
2024
Q3 		– Sell
-2,838
Closed -$358K – 791
2024
Q2 		$358K Buy
+2,838
New +$391K 0.07% 418
2023
Q4 		– Sell
-14,359
Closed -$2.14M – 847
2023
Q3 		$2.14M Buy
14,359
+11,482
+399% +$1.92M 0.4% 32
2023
Q2 		$499K Sell
2,877
-2,309
-45% -$412K 0.07% 348
2023
Q1 		$940K Buy
+5,186
New +$915K 0.13% 197
2022
Q1 		– Sell
-6,433
Closed -$1.37M – 669
2021
Q4 		$1.37M Buy
+6,433
New +$1.32M 0.08% 317
2020
Q3 		– Sell
-8,026
Closed -$1.08M – 903
2020
Q2 		$1.08M Buy
8,026
+673
+9% +$92.3K 0.14% 235
2020
Q1 		$935K Buy
+7,353
New +$1.1M 0.12% 234

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aigen Investment Management's DEO Position: Q2 2026 in Review

Aigen Investment Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 3,404 shares — an estimated $253K sold.

Aigen Investment Management first reported a position in DEO in Q1 2020 and held it in 12 quarters. The position peaked at $2.14M in Q3 2023. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Aigen Investment Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 3,404 Diageo shares in Q2 2026, an estimated $253K.
  • Aigen Investment Management first reported a position in Diageo in Q1 2020 and held it in 12 quarters.
  • Aigen Investment Management's Diageo position peaked at $2.14M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.