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Anchor Capital Advisors’s Diageo DEO Stock Holding History

Anchor Capital 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
-77,472
Closed -$6.68M – 256
2025
Q4 		$6.68M Sell
77,472
-12,674
-14% -$1.17M 0.19% 97
2025
Q3 		$8.6M Sell
90,146
-834
-0.9% -$87.5K 0.25% 97
2025
Q2 		$9.17M Buy
90,980
+1,312
+1% +$142K 0.27% 95
2025
Q1 		$9.4M Sell
89,668
-1,908
-2% -$216K 0.28% 98
2024
Q4 		$11.6M Buy
91,576
+13,003
+17% +$1.65M 0.33% 95
2024
Q3 		$11M Buy
78,573
+20,704
+36% +$2.69M 0.29% 100
2024
Q2 		$7.3M Sell
57,869
-777
-1% -$107K 0.21% 106
2024
Q1 		$8.72M Sell
58,646
-1,744
-3% -$255K 0.23% 105
2023
Q4 		$8.8M Sell
60,390
-2,520
-4% -$372K 0.23% 99
2023
Q3 		$9.38M Sell
62,910
-1,464
-2% -$245K 0.26% 96
2023
Q2 		$11.2M Sell
64,374
-3,443
-5% -$615K 0.29% 97
2023
Q1 		$12.3M Buy
67,817
+2,022
+3% +$357K 0.32% 88
2022
Q4 		$11.7M Buy
65,795
+7,285
+12% +$1.28M 0.3% 90
2022
Q3 		$9.94M Buy
58,510
+56,910
+3,557% +$10.2M 0.27% 97
2022
Q2 		$279K Hold
1,600
– – 0.01% 249
2022
Q1 		$325K Hold
1,600
– – 0.01% 246
2021
Q4 		$352K Hold
1,600
– – 0.01% 240
2021
Q3 		$309K Buy
+1,600
New +$310K 0.01% 242
2018
Q2 		– Sell
-11,000
Closed -$1.49M – 287
2018
Q1 		$1.49M Buy
+11,000
New +$1.53M 0.05% 150

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Anchor Capital Advisors's DEO Position: Q1 2026 in Review

Anchor Capital Advisors sold out of Diageo (DEO) in Q1 2026, closing a stake of 77,472 shares — an estimated $6.68M sold.

Anchor Capital Advisors first reported a position in DEO in Q1 2018 and held it in 19 quarters. The position peaked at $12.3M in Q1 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Anchor Capital Advisors reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 77,472 Diageo shares in Q1 2026, an estimated $6.68M.
  • Anchor Capital Advisors first reported a position in Diageo in Q1 2018 and held it in 19 quarters.
  • Anchor Capital Advisors's Diageo position peaked at $12.3M in Q1 2023.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.