Foundation Resource Management
DEO icon

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
Q3 		$20.5M Sell
239,005
-2,584
-1% -$227K 2.18% 17
2026
Q2 		$19.4M Buy
241,589
+1,425
+0.6% +$115K 2.26% 16
2026
Q1 		$17.9M Buy
240,164
+134,337
+127% +$11.7M 2.01% 18
2025
Q4 		$9.13M Buy
+105,827
New +$9.7M 1.22% 27

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Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Foundation Resource Management's DEO Position: Q3 2026 in Review

Foundation Resource Management reduced its Diageo (DEO) stake by 1.1% in Q3 2026, selling an estimated $227K and leaving 239,005 shares worth $20.5M. The position accounts for 2.18% of the portfolio, ranked #17.

Foundation Resource Management first reported a position in DEO in Q4 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Foundation Resource Management held 239,005 shares of Diageo worth $20.5M as of Q3 2026.
  • Foundation Resource Management sold 2,584 Diageo shares in Q3 2026, an estimated $227K.
  • Diageo made up 2.18% of Foundation Resource Management's portfolio in Q3 2026, its #17 holding.
  • Foundation Resource Management first reported a position in Diageo in Q4 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Foundation Resource Management's 13F filing for Q3 2026, filed 19 Oct 2026.