LKIM
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Lawson Kroeker Investment Management’s Diageo DEO Stock Holding History

Lawson Kroeker 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 		– Sell
-3,331
Closed -$287K – 60
2025
Q4 		$287K Sell
3,331
-50
-1% -$4.61K 0.09% 59
2025
Q3 		$323K Sell
3,381
-51
-1% -$5.35K 0.06% 86
2025
Q2 		$346K Hold
3,432
– – 0.06% 83
2025
Q1 		$360K Sell
3,432
-2,148
-38% -$243K 0.07% 79
2024
Q4 		$709K Sell
5,580
-187
-3% -$23.8K 0.13% 71
2024
Q3 		$809K Sell
5,767
-2,805
-33% -$365K 0.15% 70
2024
Q2 		$1.08M Buy
8,572
+162
+2% +$22.3K 0.21% 61
2024
Q1 		$1.25M Sell
8,410
-5,836
-41% -$854K 0.24% 60
2023
Q4 		$2.08M Buy
14,246
+72
+0.5% +$10.6K 0.43% 53
2023
Q3 		$2.11M Hold
14,174
– – 0.47% 54
2023
Q2 		$2.46M Sell
14,174
-40
-0.3% -$7.14K 0.59% 47
2023
Q1 		$2.58M Buy
14,214
+10,214
+255% +$1.8M 0.58% 52
2022
Q4 		$713K Sell
4,000
-350
-8% -$61.4K 0.24% 43
2022
Q3 		$739K Buy
4,350
+110
+3% +$19.7K 0.26% 44
2022
Q2 		$738K Hold
4,240
– – 0.25% 46
2022
Q1 		$861K Hold
4,240
– – 0.27% 44
2021
Q4 		$933K Sell
4,240
-95
-2% -$19.5K 0.29% 44
2021
Q3 		$837K Sell
4,335
-100
-2% -$19.4K 0.28% 44
2021
Q2 		$850K Hold
4,435
– – 0.27% 43
2021
Q1 		$728K Sell
4,435
-50
-1% -$8.18K 0.25% 44
2020
Q4 		$712K Sell
4,485
-100
-2% -$14.9K 0.27% 44
2020
Q3 		$631K Sell
4,585
-50
-1% -$6.89K 0.28% 45
2020
Q2 		$623K Hold
4,635
– – 0.29% 44
2020
Q1 		$589K Sell
4,635
-125
-3% -$18.8K 0.33% 44
2019
Q4 		$802K Sell
4,760
-515
-10% -$83.7K 0.3% 43
2019
Q3 		$863K Sell
5,275
-290
-5% -$48.5K 0.33% 44
2019
Q2 		$959K Sell
5,565
-200
-3% -$33.6K 0.32% 40
2019
Q1 		$943K Sell
5,765
-340
-6% -$51.9K 0.34% 40
2018
Q4 		$866K Sell
6,105
-165
-3% -$23.2K 0.34% 41
2018
Q3 		$888K Sell
6,270
-100
-2% -$14.4K 0.29% 45
2018
Q2 		$917K Sell
6,370
-50
-0.8% -$7.16K 0.33% 46
2018
Q1 		$869K Buy
6,420
+200
+3% +$27.8K 0.28% 47
2017
Q4 		$908K Sell
6,220
-650
-9% -$89.6K 0.29% 47
2017
Q3 		$908K Sell
6,870
-85
-1% -$11K 0.29% 49
2017
Q2 		$833K Buy
6,955
+190
+3% +$22.6K 0.28% 50
2017
Q1 		$782K Hold
6,765
– – 0.26% 51
2016
Q4 		$703K Buy
6,765
+300
+5% +$31.6K 0.24% 53
2016
Q3 		$750K Buy
6,465
+100
+2% +$11.4K 0.24% 52
2016
Q2 		$718K Buy
6,365
+1,420
+29% +$154K 0.24% 52
2016
Q1 		$533K Hold
4,945
– – 0.18% 59
2015
Q4 		$539K Buy
+4,945
New +$558K 0.19% 56

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 $5.24B AUM 11.32% 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 $13.1B AUM 15.62% 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

Lawson Kroeker Investment Management's DEO Position: Q1 2026 in Review

Lawson Kroeker Investment Management sold out of Diageo (DEO) in Q1 2026, closing a stake of 3,331 shares — an estimated $287K sold.

Lawson Kroeker Investment Management first reported a position in DEO in Q4 2015 and held it in 41 quarters. The position peaked at $2.58M in Q1 2023. 744 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Lawson Kroeker Investment Management reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 3,331 Diageo shares in Q1 2026, an estimated $287K.
  • Lawson Kroeker Investment Management first reported a position in Diageo in Q4 2015 and held it in 41 quarters.
  • Lawson Kroeker Investment Management's Diageo position peaked at $2.58M in Q1 2023.
  • 744 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.