Lazari Capital Management’s Diageo DEO Stock Holding History

Lazari Capital 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 Q2	$886K	Buy	11,020 +503	+5%	+$40.6K	0.27%	64
2026 Q1	$783K	Buy	10,517 +6,400	+155%	+$558K	0.27%	64
2025 Q4	$355K	Buy	+4,117	New	+$379K	0.12%	106

Other funds holding DEO

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lazari Capital Management's DEO Position: Q2 2026 in Review

Lazari Capital Management increased its Diageo (DEO) stake by 4.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 11,020 shares worth $886K. The position accounts for 0.27% of the portfolio, ranked #64.

Lazari Capital Management first reported a position in DEO in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Lazari Capital Management held 11,020 shares of Diageo worth $886K as of Q2 2026.
Lazari Capital Management bought 503 Diageo shares in Q2 2026, an estimated $40.6K.
Diageo made up 0.27% of Lazari Capital Management's portfolio in Q2 2026, its #64 holding.
Lazari Capital Management first reported a position in Diageo in Q4 2025 and has held it in 3 quarters since.
279 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.