Axiom Investment Management’s Diageo DEO Stock Holding History

Axiom 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	$58.6K	Hold	729	–	–	0.04%	203
2026 Q1	$54.3K	Buy	+729	New	+$63.6K	0.04%	201
2022 Q4	–	Sell	-587	Closed	-$99K	–	173
2022 Q3	$99K	Buy	+587	New	+$105K	0.2%	99
2022 Q1	–	Sell	-1,008	Closed	-$222K	–	106
2021 Q4	$222K	Buy	+1,008	New	+$207K	0.22%	107
2021 Q3	–	Sell	-1,146	Closed	-$220K	–	142
2021 Q2	$220K	Buy	+1,146	New	+$213K	0.17%	117
2019 Q3	–	Sell	-1,792	Closed	-$310K	–	271
2019 Q2	$310K	Sell	1,792 -794	-31%	-$133K	0.06%	284
2019 Q1	$419K	Sell	2,586 -133	-5%	-$20.3K	0.08%	235
2018 Q4	$386K	Buy	+2,719	New	+$382K	0.08%	222

Other funds holding DEO

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Axiom Investment Management held its Diageo (DEO) position steady in Q2 2026 at 729 shares worth $58.6K. The position accounts for 0.04% of the portfolio, ranked #203.

Axiom Investment Management first reported a position in DEO in Q4 2018 and has held it in 8 quarters since. The position peaked at $419K in Q1 2019. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Axiom Investment Management held 729 shares of Diageo worth $58.6K as of Q2 2026.
Axiom Investment Management left its Diageo share count unchanged in Q2 2026.
Diageo made up 0.04% of Axiom Investment Management's portfolio in Q2 2026, its #203 holding.
Axiom Investment Management first reported a position in Diageo in Q4 2018 and has held it in 8 quarters since.
Axiom Investment Management's Diageo position peaked at $419K in Q1 2019.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.