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Yousif Capital Management’s Diageo DEO Stock Holding History

Yousif Capital Management’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
Q2 		– Sell
-5,735
Closed -$427K – 1698
2026
Q1 		$427K Hold
5,735
– – 0.01% 1469
2025
Q4 		$510K Sell
5,735
-118
-2% -$10.9K 0.01% 1405
2025
Q3 		$559K Sell
5,853
-955
-14% -$100K 0.01% 1384
2025
Q2 		$687K Buy
6,808
+530
+8% +$57.5K 0.01% 1317
2025
Q1 		$658K Hold
6,278
– – 0.01% 1320
2024
Q4 		$798K Sell
6,278
-2,000
-24% -$254K 0.01% 1278
2024
Q3 		$1.16M Sell
8,278
-608
-7% -$79K 0.01% 1099
2024
Q2 		$1.12M Sell
8,886
-750
-8% -$103K 0.01% 1068
2024
Q1 		$1.43M Sell
9,636
-230
-2% -$33.7K 0.02% 986
2023
Q4 		$1.44M Buy
9,866
+615
+7% +$90.8K 0.02% 1015
2023
Q3 		$1.38M Sell
9,251
-245
-3% -$41K 0.02% 951
2023
Q2 		$1.65M Sell
9,496
-79
-0.8% -$14.1K 0.02% 876
2023
Q1 		$1.73M Buy
9,575
+47
+0.5% +$8.29K 0.02% 849
2022
Q4 		$1.7M Hold
9,528
– – 0.02% 868
2022
Q3 		$1.62M Buy
9,528
+560
+6% +$100K 0.02% 879
2022
Q2 		$1.56M Sell
8,968
-80
-0.9% -$15.2K 0.02% 970
2022
Q1 		$1.84M Hold
9,048
– – 0.02% 994
2021
Q4 		$1.99M Buy
+9,048
New +$1.86M 0.02% 973

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Yousif Capital Management's DEO Position: Q2 2026 in Review

Yousif Capital Management sold out of Diageo (DEO) in Q2 2026, closing a stake of 5,735 shares — an estimated $427K sold.

Yousif Capital Management first reported a position in DEO in Q4 2021 and held it in 18 quarters. The position peaked at $1.99M in Q4 2021. 193 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Yousif Capital Management reported no remaining Diageo position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 5,735 Diageo shares in Q2 2026, an estimated $427K.
  • Yousif Capital Management first reported a position in Diageo in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's Diageo position peaked at $1.99M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.