SL
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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
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 $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 $5.11B AUM 8.63% 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 $11.9B AUM 10.84% 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

Salomon & Ludwin's DEO Position: Q1 2026 in Review

Salomon & Ludwin reduced its Diageo (DEO) stake by 29% in Q1 2026, selling an estimated $3.49K and leaving 100 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Salomon & Ludwin first reported a position in DEO in Q2 2019 and has held it in 15 quarters since. The position peaked at $73.7K in Q4 2023. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Salomon & Ludwin held 100 shares of Diageo worth $7.33K as of Q1 2026.
  • Salomon & Ludwin sold 40 Diageo shares in Q1 2026, an estimated $3.49K.
  • Diageo made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1643 holding.
  • Salomon & Ludwin first reported a position in Diageo in Q2 2019 and has held it in 15 quarters since.
  • Salomon & Ludwin's Diageo position peaked at $73.7K in Q4 2023.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.