RI
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Ridgewood Investments’s Diageo DEO Stock Holding History

Ridgewood Investments’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
Q3 		$206K Sell
2,402
-484
-17% -$42.6K 0.08% 216
2026
Q2 		$232K Sell
2,886
-586
-17% -$47.3K 0.09% 201
2026
Q1 		$258K Buy
+3,472
New +$303K 0.11% 186
2025
Q3 		$331K Buy
3,472
+2,788
+408% +$293K 0.14% 167
2025
Q2 		$69K Buy
684
+500
+272% +$54.2K 0.03% 288
2025
Q1 		$19.3K Buy
184
+100
+119% +$11.3K 0.01% 432
2024
Q4 		$10.7K Sell
84
-10
-11% -$1.27K 0.01% 484
2024
Q3 		$13.2K Sell
94
-840
-90% -$109K 0.01% 466
2024
Q2 		$118K Buy
+934
New +$129K 0.06% 225
2019
Q2 		– Sell
-1,386
Closed -$227K – 194
2019
Q1 		$227K Buy
+1,386
New +$211K 0.19% 154
2018
Q3 		– Sell
-1,387
Closed -$200K – 170
2018
Q2 		$200K Sell
1,387
-2,230
-62% -$319K 0.18% 146
2018
Q1 		$490K Sell
3,617
-477
-12% -$66.3K 0.45% 60
2017
Q4 		$598K Hold
4,094
– – 0.53% 53
2017
Q3 		$541K Sell
4,094
-50
-1% -$6.46K 0.52% 51
2017
Q2 		$497K Sell
4,144
-42
-1% -$5K 0.5% 51
2017
Q1 		$484K Hold
4,186
– – 0.52% 50
2016
Q4 		$435K Buy
+4,186
New +$440K 0.51% 54

Other funds holding DEO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ridgewood Investments's DEO Position: Q3 2026 in Review

Ridgewood Investments reduced its Diageo (DEO) stake by 17% in Q3 2026, selling an estimated $42.6K and leaving 2,402 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #216.

Ridgewood Investments first reported a position in DEO in Q4 2016 and has held it in 17 quarters since. The position peaked at $598K in Q4 2017. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Ridgewood Investments held 2,402 shares of Diageo worth $206K as of Q3 2026.
  • Ridgewood Investments sold 484 Diageo shares in Q3 2026, an estimated $42.6K.
  • Diageo made up 0.08% of Ridgewood Investments's portfolio in Q3 2026, its #216 holding.
  • Ridgewood Investments first reported a position in Diageo in Q4 2016 and has held it in 17 quarters since.
  • Ridgewood Investments's Diageo position peaked at $598K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.