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Sapient Capital’s Diageo DEO Stock Holding History

Sapient Capital’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 		$226K Hold
2,640
– – ﹤0.01% 365
2026
Q2 		$212K Buy
+2,640
New +$213K ﹤0.01% 379
2026
Q1 		– Sell
-4,119
Closed -$357K – 452
2025
Q4 		$357K Buy
4,119
+54
+1% +$4.97K 0.01% 315
2025
Q3 		$386K Sell
4,065
-1,800
-31% -$189K 0.01% 286
2025
Q2 		$591K Sell
5,865
-167
-3% -$18.1K 0.01% 236
2025
Q1 		$642K Buy
6,032
+11
+0.2% +$1.24K 0.01% 226
2024
Q4 		$765K Sell
6,021
-92
-2% -$11.7K 0.01% 206
2024
Q3 		$876K Sell
6,113
-1,610
-21% -$209K 0.02% 205
2024
Q2 		$974K Sell
7,723
-1,237
-14% -$170K 0.02% 173
2024
Q1 		$1.35M Sell
8,960
-695
-7% -$102K 0.03% 157
2023
Q4 		$1.41M Buy
+9,655
New +$1.43M 0.04% 149

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

Sapient Capital's DEO Position: Q3 2026 in Review

Sapient Capital held its Diageo (DEO) position steady in Q3 2026 at 2,640 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Sapient Capital first reported a position in DEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2023. 31 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Sapient Capital held 2,640 shares of Diageo worth $226K as of Q3 2026.
  • Sapient Capital left its Diageo share count unchanged in Q3 2026.
  • Diageo made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #365 holding.
  • Sapient Capital first reported a position in Diageo in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's Diageo position peaked at $1.41M in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.