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Foundation Resource Management’s Diageo DEO Stock Holding History

Foundation Resource 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 		$17.9M Buy
240,164
+134,337
+127% +$11.7M 2.01% 18
2025
Q4 		$9.13M Buy
+105,827
New +$9.75M 1.22% 27

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

Foundation Resource Management's DEO Position: Q1 2026 in Review

Foundation Resource Management increased its Diageo (DEO) stake by 127% in Q1 2026, buying an estimated $11.7M and bringing the position to 240,164 shares worth $17.9M. The position accounts for 2.01% of the portfolio, ranked #18.

Foundation Resource Management first reported a position in DEO in Q4 2025 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Foundation Resource Management held 240,164 shares of Diageo worth $17.9M as of Q1 2026.
  • Foundation Resource Management bought 134,337 Diageo shares in Q1 2026, an estimated $11.7M.
  • Diageo made up 2.01% of Foundation Resource Management's portfolio in Q1 2026, its #18 holding.
  • Foundation Resource Management first reported a position in Diageo in Q4 2025 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.