Voloridge Investment Management
DEO icon

Voloridge Investment Management’s Diageo DEO Stock Holding History

Voloridge 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 		$11.7M Buy
157,292
+51,136
+48% +$4.46M 0.05% 464
2025
Q4 		$9.16M Buy
+106,156
New +$9.78M 0.03% 607
2025
Q2 		– Sell
-170,538
Closed -$17.9M – 1208
2025
Q1 		$17.9M Buy
+170,538
New +$19.3M 0.07% 395
2024
Q3 		– Sell
-66,549
Closed -$8.39M – 1206
2024
Q2 		$8.39M Buy
+66,549
New +$9.17M 0.03% 607
2024
Q1 		– Sell
-297,170
Closed -$43.3M – 1188
2023
Q4 		$43.3M Buy
+297,170
New +$43.9M 0.17% 163
2023
Q3 		– Sell
-26,691
Closed -$4.63M – 1429
2023
Q2 		$4.63M Sell
26,691
-78,236
-75% -$14M 0.02% 699
2023
Q1 		$19M Sell
104,927
-15,612
-13% -$2.76M 0.09% 295
2022
Q4 		$21.5M Sell
120,539
-28,256
-19% -$4.96M 0.12% 247
2022
Q3 		$25.3M Buy
148,795
+65,113
+78% +$11.7M 0.14% 211
2022
Q2 		$14.6M Buy
83,682
+78,717
+1,585% +$15M 0.08% 341
2022
Q1 		$1.01M Buy
+4,965
New +$995K 0.01% 1127
2020
Q4 		– Sell
-60,886
Closed -$8.38M – 1371
2020
Q3 		$8.38M Buy
60,886
+38,741
+175% +$5.34M 0.07% 301
2020
Q2 		$2.98M Buy
+22,145
New +$3.04M 0.03% 496
2020
Q1 		– Sell
-37,689
Closed -$6.35M – 1149
2019
Q4 		$6.35M Buy
37,689
+18,391
+95% +$2.99M 0.12% 212
2019
Q3 		$3.16M Buy
+19,298
New +$3.23M 0.05% 345
2018
Q2 		– Sell
-11,203
Closed -$1.52M – 457
2018
Q1 		$1.52M Buy
+11,203
New +$1.56M 0.04% 310
2016
Q2 		– Sell
-26,753
Closed -$2.89M – 325
2016
Q1 		$2.89M Buy
+26,753
New +$2.83M 0.07% 190

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

Voloridge Investment Management's DEO Position: Q1 2026 in Review

Voloridge Investment Management increased its Diageo (DEO) stake by 48% in Q1 2026, buying an estimated $4.46M and bringing the position to 157,292 shares worth $11.7M. The position accounts for 0.05% of the portfolio, ranked #464.

Voloridge Investment Management first reported a position in DEO in Q1 2016 and has held it in 17 quarters since. The position peaked at $43.3M in Q4 2023. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Voloridge Investment Management held 157,292 shares of Diageo worth $11.7M as of Q1 2026.
  • Voloridge Investment Management bought 51,136 Diageo shares in Q1 2026, an estimated $4.46M.
  • Diageo made up 0.05% of Voloridge Investment Management's portfolio in Q1 2026, its #464 holding.
  • Voloridge Investment Management first reported a position in Diageo in Q1 2016 and has held it in 17 quarters since.
  • Voloridge Investment Management's Diageo position peaked at $43.3M in Q4 2023.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.