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LMR Partners’s Diageo DEO Stock Holding History

LMR Partners’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 		$19.7M Buy
264,382
+10,078
+4% +$879K 0.04% 220
2025
Q4 		$21.9M Buy
254,304
+229,304
+917% +$21.1M 0.04% 187
2025
Q3 		$2.39M Hold
25,000
– – 0.01% 681
2025
Q2 		$2.52M Hold
25,000
– – 0.02% 602
2025
Q1 		$2.62M Hold
25,000
– – 0.02% 600
2024
Q4 		$3.18M Buy
+25,000
New +$3.18M 0.03% 489

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

LMR Partners's DEO Position: Q1 2026 in Review

LMR Partners increased its Diageo (DEO) stake by 4% in Q1 2026, buying an estimated $879K and bringing the position to 264,382 shares worth $19.7M. The position accounts for 0.04% of the portfolio, ranked #220.

LMR Partners first reported a position in DEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.9M in Q4 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • LMR Partners held 264,382 shares of Diageo worth $19.7M as of Q1 2026.
  • LMR Partners bought 10,078 Diageo shares in Q1 2026, an estimated $879K.
  • Diageo made up 0.04% of LMR Partners's portfolio in Q1 2026, its #220 holding.
  • LMR Partners first reported a position in Diageo in Q4 2024 and has held it in 6 quarters since.
  • LMR Partners's Diageo position peaked at $21.9M in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.