VT
DEO icon

Vise Technologies’s Diageo DEO Stock Holding History

Vise Technologies’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 		$764K Hold
8,854
– – 0.02% 682
2025
Q4 		$764K Buy
8,854
+1,397
+19% +$129K 0.02% 687
2025
Q3 		$712K Sell
7,457
-1,652
-18% -$173K 0.03% 526
2025
Q2 		$919K Buy
+9,109
New +$988K 0.04% 458
2024
Q4 		$639K Buy
5,030
+1,504
+43% +$191K 0.05% 355
2024
Q3 		$495K Sell
3,526
-1,683
-32% -$219K 0.06% 303
2024
Q2 		$657K Sell
5,209
-212
-4% -$29.2K 0.12% 179
2024
Q1 		$806K Buy
5,421
+665
+14% +$97.3K 0.16% 137
2023
Q4 		$693K Buy
4,756
+230
+5% +$34K 0.15% 144
2023
Q3 		$675K Sell
4,526
-72
-2% -$12.1K 0.17% 132
2023
Q2 		$798K Sell
4,598
-305
-6% -$54.5K 0.19% 117
2023
Q1 		$888K Buy
4,903
+91
+2% +$16.1K 0.23% 99
2022
Q4 		$858K Sell
4,812
-436
-8% -$76.5K 0.27% 93
2022
Q3 		$891K Buy
5,248
+1,262
+32% +$226K 0.34% 60
2022
Q2 		$694K Buy
3,986
+206
+5% +$39.2K 0.27% 91
2022
Q1 		$768K Buy
3,780
+1,566
+71% +$314K 0.29% 86
2021
Q4 		$487K Buy
+2,214
New +$454K 0.13% 95

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

Vise Technologies's DEO Position: Q1 2026 in Review

Vise Technologies held its Diageo (DEO) position steady in Q1 2026 at 8,854 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #682.

Vise Technologies first reported a position in DEO in Q4 2021 and has held it in 17 quarters since. The position peaked at $919K in Q2 2025. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Vise Technologies held 8,854 shares of Diageo worth $764K as of Q1 2026.
  • Vise Technologies left its Diageo share count unchanged in Q1 2026.
  • Diageo made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #682 holding.
  • Vise Technologies first reported a position in Diageo in Q4 2021 and has held it in 17 quarters since.
  • Vise Technologies's Diageo position peaked at $919K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.