RHIG
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R.H. Investment Group’s Diageo DEO Stock Holding History

R.H. Investment Group’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 		$2.02M Buy
26,246
+1,820
+7% +$159K 1.56% 24
2025
Q4 		$2.11M Buy
24,426
+100
+0.4% +$9.21K 1.76% 25
2025
Q3 		$2.32M Hold
24,326
– – 2.02% 24
2025
Q2 		$2.45M Buy
24,326
+690
+3% +$74.9K 2.25% 21
2025
Q1 		$2.48M Buy
23,636
+1,970
+9% +$223K 2.38% 21
2024
Q4 		$2.75M Buy
+21,666
New +$2.76M 2.6% 22

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

R.H. Investment Group's DEO Position: Q1 2026 in Review

R.H. Investment Group increased its Diageo (DEO) stake by 7.5% in Q1 2026, buying an estimated $159K and bringing the position to 26,246 shares worth $2.02M. The position accounts for 1.56% of the portfolio, ranked #24.

R.H. Investment Group first reported a position in DEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q4 2024. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • R.H. Investment Group held 26,246 shares of Diageo worth $2.02M as of Q1 2026.
  • R.H. Investment Group bought 1,820 Diageo shares in Q1 2026, an estimated $159K.
  • Diageo made up 1.56% of R.H. Investment Group's portfolio in Q1 2026, its #24 holding.
  • R.H. Investment Group first reported a position in Diageo in Q4 2024 and has held it in 6 quarters since.
  • R.H. Investment Group's Diageo position peaked at $2.75M in Q4 2024.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.