Sanders Morris Harris’s Diageo DEO Stock Holding History

Sanders Morris Harris’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
2025 Q4	–	Sell	-2,313	Closed	-$221K	–	105
2025 Q3	$221K	Sell	2,313 -250	-10%	-$26.2K	0.03%	265
2025 Q2	$258K	Hold	2,563	–	–	0.06%	116
2025 Q1	$269K	Buy	2,563 +300	+13%	+$33.9K	0.04%	224
2024 Q4	$287K	Hold	2,263	–	–	0.04%	225
2024 Q3	$318K	Buy	+2,263	New	+$294K	0.05%	205
2024 Q2	–	Sell	-1,565	Closed	-$233K	–	294
2024 Q1	$233K	Buy	+1,565	New	+$229K	0.04%	229
2023 Q4	–	Sell	-1,385	Closed	-$207K	–	184
2023 Q3	$207K	Buy	1,385 +60	+5%	+$10K	0.04%	229
2023 Q2	$230K	Hold	1,325	–	–	0.05%	217
2023 Q1	$240K	Buy	+1,325	New	+$234K	0.08%	113
2022 Q4	–	Sell	-1,325	Closed	-$225K	–	220
2022 Q3	$225K	Hold	1,325	–	–	0.06%	237
2022 Q2	$231K	Hold	1,325	–	–	0.05%	241
2022 Q1	$269K	Hold	1,325	–	–	0.05%	237
2021 Q4	$292K	Hold	1,325	–	–	0.05%	239
2021 Q3	$256K	Hold	1,325	–	–	0.05%	252
2021 Q2	$254K	Hold	1,325	–	–	0.05%	258
2021 Q1	$218K	Hold	1,325	–	–	0.05%	261
2020 Q4	$210K	Buy	+1,325	New	+$198K	0.05%	250

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sanders Morris Harris's DEO Position: Q4 2025 in Review

Sanders Morris Harris sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,313 shares — an estimated $221K sold.

Sanders Morris Harris first reported a position in DEO in Q4 2020 and held it in 17 quarters. The position peaked at $318K in Q3 2024. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

Sanders Morris Harris reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
Sanders Morris Harris sold 2,313 Diageo shares in Q4 2025, an estimated $221K.
Sanders Morris Harris first reported a position in Diageo in Q4 2020 and held it in 17 quarters.
Sanders Morris Harris's Diageo position peaked at $318K in Q3 2024.
795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.