Palladiem’s Diageo DEO Stock Holding History

Palladiem’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	-52	Closed	-$4.5K	–	161
2025 Q4	$4.5K	Buy	+52	New	+$4.79K	﹤0.01%	136
2015 Q3	–	Sell	-220	Closed	-$26K	–	163
2015 Q2	$26K	Hold	220	–	–	0.02%	82
2015 Q1	$24K	Sell	220 -29	-12%	-$3.34K	0.02%	89
2014 Q4	$28K	Buy	+249	New	+$28.9K	0.02%	87

Other funds holding DEO

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 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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Palladiem's DEO Position: Q1 2026 in Review

Palladiem sold out of Diageo (DEO) in Q1 2026, closing a stake of 52 shares — an estimated $4.5K sold.

Palladiem first reported a position in DEO in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q4 2014. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Palladiem reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Palladiem sold 52 Diageo shares in Q1 2026, an estimated $4.5K.
Palladiem first reported a position in Diageo in Q4 2014 and held it in 4 quarters.
Palladiem's Diageo position peaked at $28K in Q4 2014.
744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.