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Lafayette Investments’s Diageo DEO Stock Holding History

Lafayette Investments’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 		$2.73M Buy
36,681
+154
+0.4% +$13.4K 0.55% 45
2025
Q4 		$3.15M Sell
36,527
-19,855
-35% -$1.83M 0.6% 44
2025
Q3 		$5.38M Sell
56,382
-553
-1% -$58K 1.03% 25
2025
Q2 		$5.74M Sell
56,935
-1,381
-2% -$150K 1.16% 25
2025
Q1 		$6.11M Buy
58,316
+2,075
+4% +$235K 1.29% 23
2024
Q4 		$7.15M Buy
56,241
+477
+0.9% +$60.7K 1.53% 17
2024
Q3 		$7.83M Buy
55,764
+1,013
+2% +$132K 1.65% 17
2024
Q2 		$6.9M Buy
54,751
+1,239
+2% +$171K 1.57% 19
2024
Q1 		$7.96M Buy
53,512
+485
+0.9% +$71K 1.79% 17
2023
Q4 		$7.72M Buy
53,027
+6,993
+15% +$1.03M 1.92% 17
2023
Q3 		$6.87M Buy
46,034
+778
+2% +$130K 1.87% 19
2023
Q2 		$7.85M Buy
45,256
+339
+0.8% +$60.5K 2.06% 16
2023
Q1 		$8.14M Buy
44,917
+854
+2% +$151K 2.25% 10
2022
Q4 		$7.85M Buy
44,063
+129
+0.3% +$22.6K 2.21% 14
2022
Q3 		$7.46M Buy
43,934
+696
+2% +$125K 2.3% 11
2022
Q2 		$7.53M Buy
43,238
+639
+2% +$122K 2.17% 11
2022
Q1 		$8.65M Buy
42,599
+990
+2% +$198K 2.15% 11
2021
Q4 		$9.16M Sell
41,609
-206
-0.5% -$42.2K 2.29% 10
2021
Q3 		$8.07M Buy
41,815
+649
+2% +$126K 2.19% 10
2021
Q2 		$7.89M Buy
41,166
+46
+0.1% +$8.56K 2.15% 11
2021
Q1 		$6.75M Sell
41,120
-462
-1% -$75.6K 2.16% 13
2020
Q4 		$6.6M Buy
41,582
+838
+2% +$125K 2.24% 10
2020
Q3 		$5.61M Buy
40,744
+2,209
+6% +$305K 2.14% 12
2020
Q2 		$5.18M Buy
38,535
+15,959
+71% +$2.19M 2.16% 12
2020
Q1 		$2.87M Buy
22,576
+5,122
+29% +$768K 1.38% 29
2019
Q4 		$2.94M Buy
17,454
+11
+0.1% +$1.79K 1.02% 34
2019
Q3 		$2.85M Sell
17,443
-48
-0.3% -$8.03K 1.03% 34
2019
Q2 		$3.01M Hold
17,491
– – 1.07% 34
2019
Q1 		$2.86M Buy
17,491
+128
+0.7% +$19.5K 1.05% 34
2018
Q4 		$2.46M Buy
17,363
+2,715
+19% +$382K 0.99% 34
2018
Q3 		$2.08M Sell
14,648
-500
-3% -$71.8K 0.72% 35
2018
Q2 		$2.18M Hold
15,148
– – 0.8% 34
2018
Q1 		$2.05M Hold
15,148
– – 0.77% 34
2017
Q4 		$2.21M Hold
15,148
– – 0.79% 33
2017
Q3 		$2M Hold
15,148
– – 0.74% 34
2017
Q2 		$1.81M Sell
15,148
-250
-2% -$29.8K 0.67% 35
2017
Q1 		$1.78M Buy
15,398
+4,133
+37% +$464K 0.66% 36
2016
Q4 		$1.17M Buy
11,265
+9,265
+463% +$975K 0.45% 39
2016
Q3 		$232K Hold
2,000
– – 0.09% 64
2016
Q2 		$226K Buy
+2,000
New +$216K 0.09% 64

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

Lafayette Investments's DEO Position: Q1 2026 in Review

Lafayette Investments increased its Diageo (DEO) stake by 0.42% in Q1 2026, buying an estimated $13.4K and bringing the position to 36,681 shares worth $2.73M. The position accounts for 0.55% of the portfolio, ranked #45.

Lafayette Investments first reported a position in DEO in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.16M in Q4 2021. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Lafayette Investments held 36,681 shares of Diageo worth $2.73M as of Q1 2026.
  • Lafayette Investments bought 154 Diageo shares in Q1 2026, an estimated $13.4K.
  • Diageo made up 0.55% of Lafayette Investments's portfolio in Q1 2026, its #45 holding.
  • Lafayette Investments first reported a position in Diageo in Q2 2016 and has held it in 40 quarters since.
  • Lafayette Investments's Diageo position peaked at $9.16M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.