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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
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
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

Stone House Investment Management's DEO Position: Q1 2026 in Review

Stone House Investment Management held its Diageo (DEO) position steady in Q1 2026 at 86 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Stone House Investment Management first reported a position in DEO in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.1K in Q3 2024. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Stone House Investment Management held 86 shares of Diageo worth $6.4K as of Q1 2026.
  • Stone House Investment Management left its Diageo share count unchanged in Q1 2026.
  • Diageo made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #416 holding.
  • Stone House Investment Management first reported a position in Diageo in Q3 2024 and has held it in 6 quarters since.
  • Stone House Investment Management's Diageo position peaked at $12.1K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.