KIG
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Kennedy Investment Group’s Diageo DEO Stock Holding History

Kennedy Investment Group’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 		– Sell
-17,753
Closed -$1.53M – 141
2025
Q4 		$1.53M Buy
17,753
+2,740
+18% +$252K 0.58% 41
2025
Q3 		$1.43M Sell
15,013
-281
-2% -$29.5K 0.57% 43
2025
Q2 		$1.54M Sell
15,294
-197
-1% -$21.4K 0.66% 39
2025
Q1 		$1.62M Sell
15,491
-1,686
-10% -$191K 0.75% 31
2024
Q4 		$2.18M Sell
17,177
-1,515
-8% -$193K 0.99% 23
2024
Q3 		$2.62M Sell
18,692
-233
-1% -$30.3K 1.21% 19
2024
Q2 		$2.39M Buy
18,925
+383
+2% +$52.8K 1.21% 21
2024
Q1 		$2.76M Buy
18,542
+572
+3% +$83.7K 1.47% 16
2023
Q4 		$2.62M Buy
17,970
+1,260
+8% +$186K 1.46% 19
2023
Q3 		$2.49M Buy
16,710
+106
+0.6% +$17.7K 1.5% 19
2023
Q2 		$2.88M Buy
16,604
+435
+3% +$77.7K 1.69% 18
2023
Q1 		$2.93M Buy
16,169
+543
+3% +$95.8K 1.79% 16
2022
Q4 		$2.78M Buy
+15,626
New +$2.74M 1.77% 17

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kennedy Investment Group's DEO Position: Q1 2026 in Review

Kennedy Investment Group sold out of Diageo (DEO) in Q1 2026, closing a stake of 17,753 shares — an estimated $1.53M sold.

Kennedy Investment Group first reported a position in DEO in Q4 2022 and held it in 13 quarters. The position peaked at $2.93M in Q1 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Kennedy Investment Group reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Kennedy Investment Group sold 17,753 Diageo shares in Q1 2026, an estimated $1.53M.
  • Kennedy Investment Group first reported a position in Diageo in Q4 2022 and held it in 13 quarters.
  • Kennedy Investment Group's Diageo position peaked at $2.93M in Q1 2023.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.