AIM
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Anchor Investment Management’s Diageo DEO Stock Holding History

Anchor 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
Q1 		$126K Sell
1,694
-175
-9% -$15.3K 0.01% 451
2025
Q4 		$161K Sell
1,869
-656
-26% -$60.4K 0.01% 417
2025
Q3 		$241K Buy
2,525
+900
+55% +$94.5K 0.02% 351
2025
Q2 		$164K Buy
1,625
+200
+14% +$21.7K 0.01% 400
2025
Q1 		$149K Hold
1,425
– – 0.01% 404
2024
Q4 		$181K Sell
1,425
-108
-7% -$13.7K 0.02% 379
2024
Q3 		$215K Buy
1,533
+640
+72% +$83.2K 0.02% 357
2024
Q2 		$113K Buy
893
+49
+6% +$6.75K 0.01% 421
2024
Q1 		$126K Sell
844
-800
-49% -$117K 0.01% 421
2023
Q4 		$239K Buy
1,644
+250
+18% +$36.9K 0.03% 324
2023
Q3 		$208K Hold
1,394
– – 0.03% 334
2023
Q2 		$242K Hold
1,394
– – 0.03% 309
2023
Q1 		$253K Hold
1,394
– – 0.03% 307
2022
Q4 		$248K Hold
1,394
– – 0.04% 309
2022
Q3 		$237K Hold
1,394
– – 0.04% 307
2022
Q2 		$243K Sell
1,394
-100
-7% -$19K 0.04% 324
2022
Q1 		$303K Buy
1,494
+200
+15% +$40.1K 0.04% 316
2021
Q4 		$285K Hold
1,294
– – 0.04% 332
2021
Q3 		$250K Buy
1,294
+75
+6% +$14.5K 0.03% 322
2021
Q2 		$234K Sell
1,219
-94
-7% -$17.5K 0.03% 339
2021
Q1 		$216K Sell
1,313
-50
-4% -$8.18K 0.03% 329
2020
Q4 		$216K Sell
1,363
-50
-4% -$7.46K 0.04% 284
2020
Q3 		$195K Buy
1,413
+19
+1% +$2.62K 0.04% 284
2020
Q2 		$187K Sell
1,394
-56
-4% -$7.68K 0.04% 275
2020
Q1 		$184K Sell
1,450
-450
-24% -$67.5K 0.05% 257
2019
Q4 		$320K Buy
1,900
+500
+36% +$81.3K 0.07% 218
2019
Q3 		$229K Hold
1,400
– – 0.05% 270
2019
Q2 		$241K Hold
1,400
– – 0.06% 262
2019
Q1 		$229K Buy
1,400
+300
+27% +$45.8K 0.06% 261
2018
Q4 		$156K Sell
1,100
-300
-21% -$42.2K 0.04% 308
2018
Q3 		$198K Sell
1,400
-200
-13% -$28.7K 0.05% 294
2018
Q2 		$230K Hold
1,600
– – 0.06% 275
2018
Q1 		$217K Hold
1,600
– – 0.06% 282
2017
Q4 		$234K Hold
1,600
– – 0.06% 259
2017
Q3 		$211K Hold
1,600
– – 0.06% 255
2017
Q2 		$192K Hold
1,600
– – 0.06% 245
2017
Q1 		$185K Hold
1,600
– – 0.06% 244
2016
Q4 		$166K Buy
1,600
+1,000
+167% +$105K 0.06% 242
2016
Q3 		$69.6K Hold
600
– – 0.03% 327
2016
Q2 		$67.7K Buy
600
+75
+14% +$8.11K 0.03% 322
2016
Q1 		$56.6K Buy
+525
New +$55.5K 0.02% 331

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

Anchor Investment Management's DEO Position: Q1 2026 in Review

Anchor Investment Management reduced its Diageo (DEO) stake by 9.4% in Q1 2026, selling an estimated $15.3K and leaving 1,694 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #451.

Anchor Investment Management first reported a position in DEO in Q1 2016 and has held it in 41 quarters since. The position peaked at $320K in Q4 2019. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Anchor Investment Management held 1,694 shares of Diageo worth $126K as of Q1 2026.
  • Anchor Investment Management sold 175 Diageo shares in Q1 2026, an estimated $15.3K.
  • Diageo made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #451 holding.
  • Anchor Investment Management first reported a position in Diageo in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Diageo position peaked at $320K in Q4 2019.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.