1
DEO
DIAGEO PLC · Consumer Staples
Consensus score 1/100 · #237 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$112M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Markel Group Concentrated | 0.9% | $102M | HOLD |
| Tweedy Browne Graham/global value | 0.7% | $9M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.