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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zuckerman Investment Group's DEO Position: Q1 2026 in Review

Zuckerman Investment Group sold out of Diageo (DEO) in Q1 2026, closing a stake of 2,555 shares — an estimated $220K sold.

Zuckerman Investment Group first reported a position in DEO in Q3 2014 and held it in 45 quarters. The position peaked at $468K in Q4 2021. 743 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Zuckerman Investment Group reported no remaining Diageo position as of Q1 2026 after selling out during the quarter.
Zuckerman Investment Group sold 2,555 Diageo shares in Q1 2026, an estimated $220K.
Zuckerman Investment Group first reported a position in Diageo in Q3 2014 and held it in 45 quarters.
Zuckerman Investment Group's Diageo position peaked at $468K in Q4 2021.
743 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.