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Monaco Asset Management’s Diageo DEO Stock Holding History

Monaco Asset 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
Q1 		$18.5M Buy
248,674
+74,174
+43% +$6.47M 3.41% 10
2025
Q4 		$15.1M Buy
+174,500
New +$16.1M 2.61% 9

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

Monaco Asset Management's DEO Position: Q1 2026 in Review

Monaco Asset Management increased its Diageo (DEO) stake by 43% in Q1 2026, buying an estimated $6.47M and bringing the position to 248,674 shares worth $18.5M. The position accounts for 3.41% of the portfolio, ranked #10.

Monaco Asset Management first reported a position in DEO in Q4 2025 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Monaco Asset Management held 248,674 shares of Diageo worth $18.5M as of Q1 2026.
  • Monaco Asset Management bought 74,174 Diageo shares in Q1 2026, an estimated $6.47M.
  • Diageo made up 3.41% of Monaco Asset Management's portfolio in Q1 2026, its #10 holding.
  • Monaco Asset Management first reported a position in Diageo in Q4 2025 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Monaco Asset Management's 13F filing for Q1 2026, filed 11 May 2026.