GIM
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Gold Investment Management’s Diageo DEO Stock Holding History

Gold 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 		$3.7K Hold
46
– – ﹤0.01% 183
2026
Q1 		$3.42K Hold
46
– – ﹤0.01% 184
2025
Q4 		$3.97K Hold
46
– – ﹤0.01% 185
2025
Q3 		$4.39K Hold
46
– – ﹤0.01% 183
2025
Q2 		$4.78K Hold
46
– – ﹤0.01% 183
2025
Q1 		$4.82K Sell
46
-2
-4% -$226 ﹤0.01% 188
2024
Q4 		$6.1K Hold
48
– – ﹤0.01% 179
2024
Q3 		$6.74K Hold
48
– – ﹤0.01% 175
2024
Q2 		$6.05K Hold
48
– – ﹤0.01% 176
2024
Q1 		$7.14K Hold
48
– – ﹤0.01% 173
2023
Q4 		$6.99K Buy
+48
New +$7.09K ﹤0.01% 174

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Gold Investment Management held its Diageo (DEO) position steady in Q2 2026 at 46 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Gold Investment Management first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.14K in Q1 2024. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Gold Investment Management held 46 shares of Diageo worth $3.7K as of Q2 2026.
  • Gold Investment Management left its Diageo share count unchanged in Q2 2026.
  • Diageo made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #183 holding.
  • Gold Investment Management first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Diageo position peaked at $7.14K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.