John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Diageo plc (DEO)
← All DEO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,077 <0.01 $74.45 $824,683 SEC
2025   Q4 11,077 <0.01 $86.27 $955,613 SEC
2025   Q3 11,077 <0.01 Reduce 1.07% $93.42–116.41 · VW $103.18i $1,057,078 SEC
2025   Q2 11,197 <0.01 Reduce 15.15% <0.01 $99.26–116.69 · VW $107.73i $1,129,105 SEC
2025   Q1 13,197 <0.01 Reduce 2.32% $103.70–127.00 · VW $112.89i $1,382,914 SEC
2024   Q4 13,511 <0.01 $127.13 $1,717,653 SEC
2024   Q3 13,511 <0.01 $140.34 $1,896,134 SEC
2024   Q2 13,511 <0.01 Reduce 2.88% $125.66–149.24 · VW $136.62i $1,703,467 SEC
2024   Q1 13,911 <0.01 $148.74 $2,069,122 SEC
2023   Q4 13,911 <0.01 $145.66 $2,026,276 SEC
2023   Q3 13,911 <0.01 $149.18 $2,075,243 SEC
2023   Q2 13,911 <0.01 Reduce 0.29% $167.06–190.02 · VW $176.27i $2,413,280 SEC
2023   Q1 13,952 <0.01 Reduce 4.05% <0.01 $168.13–188.29 · VW $176.53i $2,527,823 SEC
2022   Q4 14,541 <0.01 $178.19 $2,591,061 SEC
2022   Q3 14,541 <0.01 Reduce 2.02% $163.50–194.04 · VW $179.63i $2,469,000 SEC
2022   Q2 14,841 <0.01 $174.11 $2,584,000 SEC
2022   Q1 14,841 <0.01 Reduce 0.48% $175.46–223.14 · VW $200.70i $3,015,000 SEC
2021   Q4 14,913 <0.01 Reduce 4.18% <0.01 $189.93–222.08 · VW $205.25i $3,283,000 SEC
2021   Q3 15,563 <0.01 Reduce 1.88% $185.99–202.35 · VW $194.03i $3,004,000 SEC
2021   Q2 15,861 <0.01 Reduce 5.65% <0.01 $165.78–197.67 · VW $185.57i $3,040,000 SEC
2021   Q1 16,811 <0.01 $164.24 $2,761,000 SEC
2020   Q4 16,811 <0.01 $158.82 $2,670,000 SEC
2020   Q3 16,811 <0.01 $137.65 $2,314,000 SEC
2020   Q2 16,811 <0.01 $134.38 $2,259,000 SEC
2020   Q1 16,811 <0.01 Reduce 4.00% <0.01 $100.52–171.29 · VW $136.92i $2,137,000 SEC
2019   Q4 17,511 <0.01 Reduce 2.99% <0.01 $157.31–169.25 · VW $163.21i $2,949,000 SEC
2019   Q3 18,051 <0.01 Reduce 20.17% <0.01 $160.02–176.22 · VW $167.67i $2,952,000 SEC
2019   Q2 22,613 <0.01 Reduce 0.44% $161.12–174.74 · VW $168.71i $3,897,000 SEC
2019   Q1 22,713 <0.01 Reduce 3.40% <0.01 $137.88–165.53 · VW $154.46i $3,716,000 SEC
2018   Q4 23,513 <0.01 Reduce 6.93% <0.01 $131.43–146.01 · VW $140.37i $3,334,000 SEC
2018   Q3 25,263 <0.01 Add 3.48% <0.01 $137.25–151.31 · VW $143.22i $3,579,000 SEC
2018   Q2 24,413 <0.01 Reduce 17.45% <0.01 $133.28–148.85 · VW $142.92i $3,516,000 SEC
2018   Q1 29,573 <0.01 Reduce 18.38% <0.01 $131.22–147.62 · VW $139.14i $4,005,000 SEC
2017   Q4 36,233 <0.01 Reduce 5.04% <0.01 $130.90–146.79 · VW $139.04i $5,291,000 SEC
2017   Q3 38,158 <0.01 Reduce 17.51% <0.01 $117.73–137.59 · VW $130.72i $5,042,000 SEC
2017   Q2 46,256 <0.01 Reduce 18.09% <0.01 $113.67–123.48 · VW $119.04i $5,543,000 SEC
2017   Q1 56,474 0.01 Reduce 21.21% <0.01 $103.44–117.13 · VW $112.23i $6,527,000 SEC
2016   Q4 71,674 0.01 Reduce 2.98% <0.01 $99.46–117.65 · VW $105.19i $7,450,000 SEC
2016   Q3 73,874 0.01 $116.04 $8,572,000 SEC
2016   Q2 73,874 0.01 Reduce 7.28% <0.01 $99.59–112.94 · VW $108.61i $8,339,000 SEC
2016   Q1 79,674 0.01 Reduce 7.11% <0.01 $100.12–110.60 · VW $105.70i $8,594,000 SEC
2015   Q4 85,774 0.01 Reduce 1.94% <0.01 $106.39–117.95 · VW $112.47i $9,355,000 SEC
2015   Q3 87,474 0.01 Reduce 5.61% <0.01 $100.59–122.21 · VW $110.35i $9,429,000 SEC
2015   Q2 92,674 0.01 Reduce 11.39% <0.01 $107.19–122.23 · VW $113.51i $10,754,000 SEC
2015   Q1 104,590 0.01 Reduce 5.82% <0.01 $108.14–122.51 · VW $115.47i $11,565,000 SEC
2014   Q4 111,051 0.01 Reduce 4.16% <0.01 $108.20–124.32 · VW $116.94i $12,670,000 SEC
2014   Q3 115,872 0.01 Reduce 4.27% <0.01 $113.72–130.85 · VW $119.77i $13,372,000 SEC
2014   Q2 121,035 0.02 Reduce 2.22% <0.01 $121.42–130.91 · VW $126.17i $15,404,000 SEC
2014   Q1 123,785 0.02 Reduce 14.67% <0.01 $114.96–133.00 · VW $123.12i $15,422,000 SEC
2013   Q4 145,058 0.02 Reduce 7.94% <0.01 $120.93–132.44 · VW $127.97i $19,209,000 SEC
2013   Q3 157,567 0.02 Reduce 5.32% <0.01 $115.28–134.08 · VW $125.24i $20,024,000 SEC
2013   Q2 166,417 0.02 Buy 0.02 $111.87–127.51 · VW $120.01i $19,130,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.33 $114.52–126.46 · VW $120.42i SEC
2012   Q4 2,044,116 0.33 Buy 0.33 $111.00–121.39 · VW $116.82i $238,303,000 SEC
2012   Q3 0 0.00 Sell 100.00% 1.03 $101.95–114.38 · VW $108.58i SEC
2012   Q2 2,247,916 1.03 Reduce 10.43% 0.11 $92.55–104.67 · VW $98.88i $231,693,000 SEC
2012   Q1 2,509,566 1.05 Reduce 0.88% <0.01 $84.44–98.30 · VW $92.32i $242,173,000 SEC
2011   Q4 2,531,766 1.01 Reduce 37.60% 0.17 $73.23–87.49 · VW $83.17i $221,327,000 SEC
2011   Q3 4,057,066 0.46 Reduce 46.35% 0.34 $72.27–84.37 · VW $78.43i $308,053,000 SEC
2011   Q2 7,562,116 0.74 Reduce 1.72% 0.01 $76.45–85.53 · VW $82.05i $619,110,000 SEC
2011   Q1 7,694,766 0.68 Add 10.31% 0.06 $71.25–80.79 · VW $77.07i $586,495,000 SEC
2010   Q4 6,975,700 0.64 Reduce 2.22% 0.01 $69.02–76.37 · VW $73.12i $518,504,000 SEC
2010   Q3 7,134,100 0.65 Reduce 13.68% 0.10 $62.66–71.74 · VW $67.93i $492,324,000 SEC
2010   Q2 8,265,100 0.75 Reduce 4.51% 0.03 $55.90–71.99 · VW $64.31i $518,552,000 SEC
2010   Q1 8,655,500 0.73 Add 201.44% 0.49 $62.30–70.96 · VW $66.79i $583,813,000 SEC
2009   Q4 2,871,360 0.26 Buy 0.26 $60.00–70.00 · VW $66.16i $199,301,000 SEC
2008   Q4 0 0.00 Sell 100.00% <0.01 $49.15–70.55 · VW $58.78i SEC
2008   Q3 3,000 <0.01 Reduce 38.78% <0.01 $67.00–77.58 · VW $71.65i $207,000 SEC
2008   Q2 4,900 <0.01 $73.88 $362,000 SEC
2008   Q1 4,900 <0.01 $81.22 $398,000 SEC
2007   Q4 4,900 <0.01 $85.92 $421,000 SEC
2007   Q3 4,900 <0.01 $87.76 $430,000 SEC
2007   Q2 4,900 <0.01 $83.27 $408,000 SEC
2007   Q1 4,900 <0.01 Reduce 20.97% <0.01 $74.55–83.17 · VW $79.15i $397,000 SEC
2006   Q4 6,200 <0.01 Reduce 13.89% <0.01 $70.46–80.20 · VW $76.19i $492,000 SEC
2006   Q3 7,200 <0.01 $70.97 $511,000 SEC
2006   Q2 7,200 <0.01 Reduce 34.55% <0.01 $61.95–69.31 · VW $66.31i $486,000 SEC
2006   Q1 11,000 <0.01 Add 57.14% <0.01 $58.53–65.65 · VW $61.85i $698,000 SEC
2005   Q4 7,000 <0.01 $58.29 $408,000 SEC
2005   Q3 7,000 <0.01 Reduce 28.57% <0.01 $54.75–61.63 · VW $57.74i $406,000 SEC
2005   Q2 9,800 <0.01 Buy <0.01 $56.91–61.23 · VW $59.05i $581,000 SEC
Price snapshot:
Current price$82.50
Avg. buy price$115.85
+/- since buy-28.79%
52-week low$71.73
52-week high$112.30