Salomon & Ludwin
DEO icon

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
Q3 		$40.1K Buy
468
+70
+18% +$6.16K ﹤0.01% 558
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Salomon & Ludwin's DEO Position: Q3 2026 in Review

Salomon & Ludwin increased its Diageo (DEO) stake by 18% in Q3 2026, buying an estimated $6.16K and bringing the position to 468 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Salomon & Ludwin first reported a position in DEO in Q2 2019 and has held it in 17 quarters since. The position peaked at $73.7K in Q4 2023. 404 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Salomon & Ludwin held 468 shares of Diageo worth $40.1K as of Q3 2026.
  • Salomon & Ludwin bought 70 Diageo shares in Q3 2026, an estimated $6.16K.
  • Diageo made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #558 holding.
  • Salomon & Ludwin first reported a position in Diageo in Q2 2019 and has held it in 17 quarters since.
  • Salomon & Ludwin's Diageo position peaked at $73.7K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.