Caldwell Sutter Capital’s Diageo DEO Stock Holding History

Caldwell Sutter Capital’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	$42.9K	Buy	534 +513	+2,443%	+$41.4K	0.02%	421
2026 Q1	$1.56K	Hold	21	–	–	﹤0.01%	778
2025 Q4	$1.81K	Hold	21	–	–	﹤0.01%	756
2025 Q3	$2K	Hold	21	–	–	﹤0.01%	740
2025 Q2	$2.12K	Hold	21	–	–	﹤0.01%	720
2025 Q1	$2.2K	Hold	21	–	–	﹤0.01%	722
2024 Q4	$2.67K	Hold	21	–	–	﹤0.01%	713
2024 Q3	$2.95K	Hold	21	–	–	﹤0.01%	711
2024 Q2	$2.65K	Hold	21	–	–	﹤0.01%	716
2024 Q1	$3.12K	Hold	21	–	–	﹤0.01%	695
2023 Q4	$3.06K	Hold	21	–	–	﹤0.01%	697
2023 Q3	$3.13K	Hold	21	–	–	﹤0.01%	662
2023 Q2	$3.64K	Buy	+21	New	+$3.75K	﹤0.01%	653

Other funds holding DEO

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

OAG

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

EIC

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

Caldwell Sutter Capital's DEO Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Diageo (DEO) stake by 2,443% in Q2 2026, buying an estimated $41.4K and bringing the position to 534 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #421.

Caldwell Sutter Capital first reported a position in DEO in Q2 2023 and has held it in 13 quarters since. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Caldwell Sutter Capital held 534 shares of Diageo worth $42.9K as of Q2 2026.
Caldwell Sutter Capital bought 513 Diageo shares in Q2 2026, an estimated $41.4K.
Diageo made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #421 holding.
Caldwell Sutter Capital first reported a position in Diageo in Q2 2023 and has held it in 13 quarters since.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.