ZIG
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Zuckerman Investment Group’s Diageo DEO Stock Holding History

Zuckerman Investment Group’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 		$205K Buy
+2,555
New +$206K 0.02% 136
2026
Q1 		– Sell
-2,555
Closed -$220K – 141
2025
Q4 		$220K Hold
2,555
– – 0.02% 128
2025
Q3 		$244K Sell
2,555
-5
-0.2% -$525 0.02% 137
2025
Q2 		$258K Buy
2,560
+5
+0.2% +$542 0.03% 132
2025
Q1 		$268K Hold
2,555
– – 0.03% 137
2024
Q4 		$299K Sell
2,555
-38
-1% -$4.83K 0.03% 127
2024
Q3 		$364K Buy
2,593
+38
+1% +$4.94K 0.04% 112
2024
Q2 		$322K Hold
2,555
– – 0.04% 113
2024
Q1 		$380K Buy
+2,555
New +$374K 0.04% 109
2023
Q4 		– Sell
-2,555
Closed -$381K – 134
2023
Q3 		$381K Hold
2,555
– – 0.05% 95
2023
Q2 		$443K Hold
2,555
– – 0.06% 88
2023
Q1 		$463K Hold
2,555
– – 0.07% 81
2022
Q4 		$455K Hold
2,555
– – 0.07% 84
2022
Q3 		$434K Buy
2,555
+105
+4% +$18.8K 0.08% 76
2022
Q2 		$427K Buy
2,450
+325
+15% +$61.8K 0.08% 73
2022
Q1 		$432K Hold
2,125
– – 0.07% 75
2021
Q4 		$468K Hold
2,125
– – 0.07% 79
2021
Q3 		$410K Hold
2,125
– – 0.07% 82
2021
Q2 		$407K Hold
2,125
– – 0.06% 84
2021
Q1 		$349K Hold
2,125
– – 0.06% 85
2020
Q4 		$337K Hold
2,125
– – 0.06% 68
2020
Q3 		$293K Hold
2,125
– – 0.07% 64
2020
Q2 		$286K Hold
2,125
– – 0.07% 65
2020
Q1 		$270K Hold
2,125
– – 0.08% 58
2019
Q4 		$358K Hold
2,125
– – 0.07% 54
2019
Q3 		$347K Hold
2,125
– – 0.08% 53
2019
Q2 		$366K Hold
2,125
– – 0.08% 50
2019
Q1 		$348K Hold
2,125
– – 0.08% 52
2018
Q4 		$301K Hold
2,125
– – 0.08% 49
2018
Q3 		$301K Hold
2,125
– – 0.07% 53
2018
Q2 		$306K Sell
2,125
-121
-5% -$17.3K 0.07% 49
2018
Q1 		$304K Hold
2,246
– – 0.08% 50
2017
Q4 		$328K Buy
2,246
+121
+6% +$16.7K 0.08% 49
2017
Q3 		$281K Hold
2,125
– – 0.07% 46
2017
Q2 		$255K Hold
2,125
– – 0.07% 48
2017
Q1 		$246K Hold
2,125
– – 0.06% 56
2016
Q4 		$221K Hold
2,125
– – 0.05% 54
2016
Q3 		$247K Hold
2,125
– – 0.07% 53
2016
Q2 		$240K Hold
2,125
– – 0.06% 53
2016
Q1 		$229K Hold
2,125
– – 0.06% 41
2015
Q4 		$232K Sell
2,125
-700
-25% -$79K 0.05% 45
2015
Q3 		$305K Hold
2,825
– – 0.07% 41
2015
Q2 		$328K Hold
2,825
– – 0.07% 37
2015
Q1 		$312K Hold
2,825
– – 0.07% 43
2014
Q4 		$322K Hold
2,825
– – 0.07% 50
2014
Q3 		$326K Buy
+2,825
New +$342K 0.07% 54

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Zuckerman Investment Group's DEO Position: Q2 2026 in Review

Zuckerman Investment Group opened a new position in Diageo (DEO) in Q2 2026: 2,555 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings. This is a return to the name: Zuckerman Investment Group previously reported a position in DEO as recently as Q4 2025.

Zuckerman Investment Group first reported a position in DEO in Q3 2014 and has held it in 46 quarters since. The position peaked at $468K in Q4 2021. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Zuckerman Investment Group held 2,555 shares of Diageo worth $205K as of Q2 2026.
  • Diageo was a new Zuckerman Investment Group position in Q2 2026.
  • Diageo made up 0.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #136 holding.
  • Zuckerman Investment Group first reported a position in Diageo in Q3 2014 and has held it in 46 quarters since.
  • Zuckerman Investment Group's Diageo position peaked at $468K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.