Stone House Investment Management’s Diageo DEO Stock Holding History

Stone House Investment 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 Q2	$7.23K	Buy	90 +4	+5%	+$323	﹤0.01%	489
2026 Q1	$6.4K	Hold	86	–	–	﹤0.01%	416
2025 Q4	$7.42K	Hold	86	–	–	﹤0.01%	358
2025 Q3	$8.21K	Hold	86	–	–	﹤0.01%	310
2025 Q2	$8.67K	Hold	86	–	–	﹤0.01%	275
2025 Q1	$9.01K	Buy	+86	New	+$9.72K	﹤0.01%	261
2024 Q4	–	Sell	-86	Closed	-$12.1K	–	133
2024 Q3	$12.1K	Buy	+86	New	+$11.2K	﹤0.01%	212

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stone House Investment Management's DEO Position: Q2 2026 in Review

Stone House Investment Management increased its Diageo (DEO) stake by 4.7% in Q2 2026, buying an estimated $323 and bringing the position to 90 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Stone House Investment Management first reported a position in DEO in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q3 2024. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Stone House Investment Management held 90 shares of Diageo worth $7.23K as of Q2 2026.
Stone House Investment Management bought 4 Diageo shares in Q2 2026, an estimated $323.
Diageo made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #489 holding.
Stone House Investment Management first reported a position in Diageo in Q3 2024 and has held it in 7 quarters since.
Stone House Investment Management's Diageo position peaked at $12.1K in Q3 2024.
725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.