Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Diageo DEO Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		$1.38M Sell
2025
Q2 		$1.54M Sell
2025
Q1 		$6.55M Sell
2024
Q4 		$76.2M Sell
2024
Q3 		$109M Sell
2024
Q2 		$102M Buy
2024
Q1 		$87.1M Buy
2023
Q4 		$83.3M Buy
2023
Q3 		$70.9M Buy
2023
Q2 		$77.6M Buy