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Salomon & Ludwin’s Diageo DEO Stock Holding History

Salomon & Ludwin’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 		$31.3K Buy
398
+298
+298% +$24.1K ﹤0.01% 817
2026
Q1 		$7.33K Sell
100
-40
-29% -$3.49K ﹤0.01% 1643
2025
Q4 		$12.5K Sell
140
-362
-72% -$33.3K ﹤0.01% 1290
2025
Q3 		$48.3K Buy
502
+54
+12% +$5.67K ﹤0.01% 394
2025
Q2 		$47K Buy
448
+48
+12% +$5.21K ﹤0.01% 272
2025
Q1 		$41.9K Hold
400
– – ﹤0.01% 270
2024
Q4 		$50.9K Hold
400
– – 0.01% 240
2024
Q3 		$56.1K Buy
400
+50
+14% +$6.5K 0.01% 247
2024
Q2 		$44.1K Sell
350
-107
-23% -$14.7K ﹤0.01% 270
2024
Q1 		$68K Sell
457
-37
-7% -$5.42K 0.01% 306
2023
Q4 		$73.7K Hold
494
– – 0.01% 264
2023
Q3 		$73.7K Buy
+494
New +$82.7K 0.01% 264
2020
Q2 		– Sell
-150
Closed -$19K – 108
2020
Q1 		$19K Hold
150
– – ﹤0.01% 141
2019
Q4 		$25K Hold
150
– – 0.01% 144
2019
Q3 		$25K Buy
150
+100
+200% +$16.7K 0.01% 130
2019
Q2 		$9K Buy
+50
New +$8.4K ﹤0.01% 164

Other funds holding DEO

Fidelity Investments
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Salomon & Ludwin's DEO Position: Q2 2026 in Review

Salomon & Ludwin increased its Diageo (DEO) stake by 298% in Q2 2026, buying an estimated $24.1K and bringing the position to 398 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Salomon & Ludwin first reported a position in DEO in Q2 2019 and has held it in 16 quarters since. The position peaked at $73.7K in Q4 2023. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Salomon & Ludwin held 398 shares of Diageo worth $31.3K as of Q2 2026.
  • Salomon & Ludwin bought 298 Diageo shares in Q2 2026, an estimated $24.1K.
  • Diageo made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #817 holding.
  • Salomon & Ludwin first reported a position in Diageo in Q2 2019 and has held it in 16 quarters since.
  • Salomon & Ludwin's Diageo position peaked at $73.7K in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.