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Permanent Capital Management’s Diageo DEO Stock Holding History

Permanent Capital 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 		– Sell
-2,436
Closed -$210K – 160
2025
Q4 		$210K Sell
2,436
-380
-13% -$35K 0.04% 139
2025
Q3 		$269K Buy
+2,816
New +$296K 0.05% 120
2024
Q2 		$286K Buy
+2,840
New +$391K 0.06% 114

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 $5.24B AUM 11.32% 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 $13.1B AUM 15.62% 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

Permanent Capital Management's DEO Position: Q1 2026 in Review

Permanent Capital Management sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,436 shares — an estimated $210K sold.

Permanent Capital Management first reported a position in DEO in Q2 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2024. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Permanent Capital Management reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Permanent Capital Management sold 2,436 Diageo shares in Q1 2026, an estimated $210K.
  • Permanent Capital Management first reported a position in Diageo in Q2 2024 and held it in 3 quarters.
  • Permanent Capital Management's Diageo position peaked at $286K in Q2 2024.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.