Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
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 666,314 0.61 Add 37.30% 0.17 $72.45–102.74 · VW $86.46i $49,607,110 SEC
2025   Q4 485,288 0.58 Add 3.95% 0.02 $85.12–99.58 · VW $91.48i $41,865,780 SEC
2025   Q3 466,866 0.59 Add 8.39% 0.05 $93.42–116.41 · VW $103.18i $44,553,043 SEC
2025   Q2 430,710 0.69 Add 40.45% 0.20 $99.26–116.69 · VW $107.73i $43,432,820 SEC
2025   Q1 306,666 0.67 Add 4.04% 0.03 $103.70–127.00 · VW $112.89i $32,135,482 SEC
2024   Q4 294,763 0.85 Reduce 0.73% <0.01 $117.72–141.08 · VW $125.06i $37,473,247 SEC
2024   Q3 296,927 1.02 Add 25.78% 0.21 $119.48–142.73 · VW $130.63i $41,670,714 SEC
2024   Q2 236,066 0.81 Add 1.61% 0.01 $125.66–149.24 · VW $136.62i $29,763,148 SEC
2024   Q1 232,328 0.90 Add 16.18% 0.13 $136.45–154.71 · VW $146.37i $34,556,414 SEC
2023   Q4 199,977 0.74 Add 52.07% 0.25 $135.63–161.64 · VW $146.93i $29,128,595 SEC
2023   Q3 131,507 0.52 Add 18.14% 0.08 $147.85–179.78 · VW $165.17i $19,618,254 SEC
2023   Q2 111,316 0.51 Add 100.10% 0.26 $167.06–190.02 · VW $176.27i $19,311,092 SEC
2023   Q1 55,630 0.24 Buy 0.24 $168.13–188.29 · VW $176.53i $10,078,983 SEC
2020   Q2 0 0.00 Sell 100.00% 0.07 $120.12–149.07 · VW $136.84i SEC
2020   Q1 34,340 0.07 Buy 0.07 $100.52–171.29 · VW $136.92i $4,365,000 SEC
2019   Q2 0 0.00 Sell 100.00% <0.01 $161.12–174.74 · VW $168.71i SEC
2019   Q1 33 <0.01 Reduce 73.39% <0.01 $137.88–165.53 · VW $154.46i $5,000 SEC
2018   Q4 124 <0.01 Reduce 99.90% 0.18 $131.43–146.01 · VW $140.37i $18,000 SEC
2018   Q3 119,205 0.18 Add 0.68% <0.01 $137.25–151.31 · VW $143.22i $16,888,000 SEC
2018   Q2 118,399 0.19 Add 2.12% <0.01 $133.28–148.85 · VW $142.92i $17,051,000 SEC
2018   Q1 115,939 0.19 Add 7.84% 0.01 $131.22–147.62 · VW $139.14i $15,700,000 SEC
2017   Q4 107,513 0.19 Add 4.07% <0.01 $130.90–146.79 · VW $139.04i $15,700,000 SEC
2017   Q3 103,312 0.17 Add 3.66% <0.01 $117.73–137.59 · VW $130.72i $13,651,000 SEC
2017   Q2 99,669 0.17 Add 5.90% <0.01 $113.67–123.48 · VW $119.04i $11,943,000 SEC
2017   Q1 94,118 0.16 Add 2.92% <0.01 $103.44–117.13 · VW $112.23i $10,878,000 SEC
2016   Q4 91,452 0.16 Reduce 24.00% 0.06 $99.46–117.65 · VW $105.19i $9,259,000 SEC
2016   Q3 120,337 0.26 Reduce 14.91% 0.05 $110.62–117.84 · VW $114.63i $13,964,000 SEC
2016   Q2 141,421 0.34 Add 2.99% <0.01 $99.59–112.94 · VW $108.61i $15,964,000 SEC
2016   Q1 137,309 0.35 Reduce 0.29% <0.01 $100.12–110.60 · VW $105.70i $14,875,000 SEC
2015   Q4 137,702 0.32 Add 0.42% <0.01 $106.39–117.95 · VW $112.47i $15,019,000 SEC
2015   Q3 137,126 0.30 Buy 0.30 $100.59–122.21 · VW $110.35i $14,781,000 SEC
2006   Q3 0 0.00 Sell 100.00% <0.01 $65.19–73.99 · VW $70.51i SEC
2006   Q2 25 <0.01 Buy <0.01 $61.95–69.31 · VW $66.31i $2,000 SEC
2006   Q1 0 0.00 Sell 100.00% <0.01 $58.53–65.65 · VW $61.85i SEC
2005   Q4 10 <0.01 $100.00 $1,000 SEC
Price snapshot:
Current price$82.50
Avg. buy price$117.79
+/- since buy-29.96%
52-week low$71.73
52-week high$112.30