Laird Norton Wetherby Trust Company’s Diageo DEO Stock Holding History

Laird Norton Wetherby Trust Company’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	$451K	Buy	5,605 +1,864	+50%	+$150K	0.01%	748
2026 Q1	$279K	Sell	3,741 -2,257	-38%	-$197K	0.01%	884
2025 Q4	$517K	Buy	+5,998	New	+$552K	0.01%	703
2022 Q1	–	Sell	-8,418	Closed	-$1.85M	–	198
2021 Q4	$1.85M	Sell	8,418 -36	-0.4%	-$7.38K	0.17%	43
2021 Q3	$1.63M	Buy	8,454 +107	+1%	+$20.7K	0.17%	48
2021 Q2	$1.6M	Buy	8,347 +637	+8%	+$118K	0.17%	44
2021 Q1	$1.22M	Hold	7,710	–	–	0.13%	53
2020 Q4	$1.22M	Buy	+7,710	New	+$1.15M	0.14%	51

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

Laird Norton Wetherby Trust Company's DEO Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Diageo (DEO) stake by 50% in Q2 2026, buying an estimated $150K and bringing the position to 5,605 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #748.

Laird Norton Wetherby Trust Company first reported a position in DEO in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2021. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Laird Norton Wetherby Trust Company held 5,605 shares of Diageo worth $451K as of Q2 2026.
Laird Norton Wetherby Trust Company bought 1,864 Diageo shares in Q2 2026, an estimated $150K.
Diageo made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #748 holding.
Laird Norton Wetherby Trust Company first reported a position in Diageo in Q4 2020 and has held it in 8 quarters since.
Laird Norton Wetherby Trust Company's Diageo position peaked at $1.85M in Q4 2021.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.