SimplyRich’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $200K | Buy |
+2,340
| New | +$206K | 0.05% | 223 |
|
|
2026
Q1 | – | Sell |
-2,340
| Closed | -$201K | – | 235 |
|
|
2025
Q4 | $201K | Hold |
2,340
| – | – | 0.05% | 199 |
|
|
2025
Q3 | $223K | Sell |
2,340
-115
| -5% | -$12.1K | 0.06% | 191 |
|
|
2025
Q2 | $247K | Hold |
2,455
| – | – | 0.07% | 198 |
|
|
2025
Q1 | $257K | Sell |
2,455
-1,682
| -41% | -$190K | 0.07% | 195 |
|
|
2024
Q4 | $525K | Buy |
4,137
+294
| +8% | +$37.4K | 0.15% | 124 |
|
|
2024
Q3 | $539K | Buy |
3,843
+943
| +33% | +$123K | 0.15% | 126 |
|
|
2024
Q2 | $365K | Buy |
2,900
+40
| +1% | +$5.51K | 0.12% | 131 |
|
|
2024
Q1 | $426K | Buy |
2,860
+379
| +15% | +$55.5K | 0.14% | 122 |
|
|
2023
Q4 | $361K | Sell |
2,481
-48
| -2% | -$7.09K | 0.12% | 130 |
|
|
2023
Q3 | $377K | Sell |
2,529
-1,732
| -41% | -$290K | 0.18% | 108 |
|
|
2023
Q2 | $739K | Buy |
4,261
+6
| +0.1% | +$1.07K | 0.26% | 94 |
|
|
2023
Q1 | $770K | Buy |
4,255
+477
| +13% | +$84.2K | 0.29% | 92 |
|
|
2022
Q4 | $673K | Buy |
3,778
+1,120
| +42% | +$196K | 0.27% | 95 |
|
|
2022
Q3 | $451K | Buy |
2,658
+182
| +7% | +$32.6K | 0.2% | 101 |
|
|
2022
Q2 | $431K | Sell |
2,476
-152
| -6% | -$28.9K | 0.18% | 109 |
|
|
2022
Q1 | $533K | Sell |
2,628
-117
| -4% | -$23.4K | 0.19% | 110 |
|
|
2021
Q4 | $604K | Hold |
2,745
| – | – | 0.2% | 107 |
|
|
2021
Q3 | $529K | Buy |
2,745
+63
| +2% | +$12.2K | 0.19% | 111 |
|
|
2021
Q2 | $514K | Buy |
2,682
+206
| +8% | +$38.3K | 0.24% | 100 |
|
|
2021
Q1 | $407K | Sell |
2,476
-186
| -7% | -$30.4K | 0.16% | 116 |
|
|
2020
Q4 | $423K | Hold |
2,662
| – | – | 0.19% | 102 |
|
|
2020
Q3 | $366K | Hold |
2,662
| – | – | 0.18% | 106 |
|
|
2020
Q2 | $357K | Buy |
2,662
+87
| +3% | +$11.9K | 0.2% | 106 |
|
|
2020
Q1 | $332K | Hold |
2,575
| – | – | 0.22% | 95 |
|
|
2019
Q4 | $434K | Hold |
2,575
| – | – | 0.22% | 109 |
|
|
2019
Q3 | $419K | Hold |
2,575
| – | – | 0.23% | 107 |
|
|
2019
Q2 | $444K | Buy |
+2,575
| New | +$433K | 0.25% | 107 |
|
|
2018
Q4 | – | Sell |
-2,575
| Closed | -$365K | – | 93 |
|
|
2018
Q3 | $365K | Hold |
2,575
| – | – | 0.2% | 125 |
|
|
2018
Q2 | $371K | Hold |
2,575
| – | – | 0.21% | 121 |
|
|
2018
Q1 | $349K | Hold |
2,575
| – | – | 0.19% | 134 |
|
|
2017
Q4 | $376K | Buy |
+2,575
| New | +$355K | 0.21% | 122 |
|
Other funds holding DEO
SimplyRich's DEO Position: Q3 2026 in Review
SimplyRich opened a new position in Diageo (DEO) in Q3 2026: 2,340 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings. This is a return to the name: SimplyRich previously reported a position in DEO as recently as Q4 2025.
SimplyRich first reported a position in DEO in Q4 2017 and has held it in 32 quarters since. The position peaked at $770K in Q1 2023. 375 funds tracked by Wall St. Rank hold DEO as of Q3 2026.
- SimplyRich held 2,340 shares of Diageo worth $200K as of Q3 2026.
- Diageo was a new SimplyRich position in Q3 2026.
- Diageo made up 0.05% of SimplyRich's portfolio in Q3 2026, its #223 holding.
- SimplyRich first reported a position in Diageo in Q4 2017 and has held it in 32 quarters since.
- SimplyRich's Diageo position peaked at $770K in Q1 2023.
- 375 funds tracked by Wall St. Rank held Diageo as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.