Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 0 0.00 Sell 100.00% 0.12 $72.45–102.74 · VW $86.46i SEC
2025   Q4 23,800 0.12 Reduce 15.90% 0.02 $85.12–99.58 · VW $91.48i $2,053,226 SEC
2025   Q3 28,300 0.15 $95.43 $2,700,669 SEC
2025   Q2 28,300 0.15 $100.84 $2,853,772 SEC
2025   Q1 28,300 0.16 $104.79 $2,965,557 SEC
2024   Q4 28,300 0.19 $127.13 $3,597,779 SEC
2024   Q3 28,300 0.20 $140.34 $3,971,622 SEC
2024   Q2 28,300 0.19 $126.08 $3,568,064 SEC
2024   Q1 28,300 0.21 Add 38.05% 0.06 $136.45–154.71 · VW $146.37i $4,209,342 SEC
2023   Q4 20,500 0.16 Add 17.14% 0.02 $135.63–161.64 · VW $146.93i $2,986,030 SEC
2023   Q3 17,500 0.14 Add 19.05% 0.02 $147.85–179.78 · VW $165.17i $2,610,650 SEC
2023   Q2 14,700 0.14 $173.48 $2,550,156 SEC
2023   Q1 14,700 0.15 Add 25.64% 0.03 $168.13–188.29 · VW $176.53i $2,663,346 SEC
2022   Q4 11,700 0.12 $178.19 $2,084,823 SEC
2022   Q3 11,700 0.12 $169.83 $1,987,000 SEC
2022   Q2 11,700 0.11 $174.10 $2,037,000 SEC
2022   Q1 11,700 0.11 Reduce 15.86% 0.02 $175.46–223.14 · VW $200.70i $2,377,000 SEC
2021   Q4 13,905 0.12 Reduce 7.30% <0.01 $189.93–222.08 · VW $205.25i $3,061,000 SEC
2021   Q3 15,000 0.12 $193.00 $2,895,000 SEC
2021   Q2 15,000 0.12 Reduce 16.67% 0.02 $165.78–197.67 · VW $185.57i $2,875,000 SEC
2021   Q1 18,000 0.13 Reduce 87.55% 0.87 $153.67–170.39 · VW $161.99i $2,956,000 SEC
2020   Q4 144,600 0.99 Reduce 8.48% 0.09 $129.16–165.42 · VW $146.35i $22,964,000 SEC
2020   Q3 158,000 1.03 Add 13.67% 0.12 $127.12–150.64 · VW $138.76i $21,750,000 SEC
2020   Q2 139,000 0.94 $134.39 $18,680,000 SEC
2020   Q1 139,000 0.94 Add 9.02% 0.08 $100.52–171.29 · VW $136.92i $17,670,000 SEC
2019   Q4 127,500 0.86 $168.42 $21,474,000 SEC
2019   Q3 127,500 0.87 Reduce 1.92% 0.02 $160.02–176.22 · VW $167.67i $20,849,000 SEC
2019   Q2 130,000 0.92 $172.32 $22,402,000 SEC
2019   Q1 130,000 0.91 $163.61 $21,269,000 SEC
2018   Q4 130,000 0.87 $141.80 $18,434,000 SEC
2018   Q3 130,000 0.78 $141.67 $18,417,000 SEC
2018   Q2 130,000 0.83 $144.01 $18,721,000 SEC
2018   Q1 130,000 0.80 $135.42 $17,605,000 SEC
2017   Q4 130,000 0.86 Reduce 0.76% <0.01 $130.90–146.79 · VW $139.04i $18,984,000 SEC
2017   Q3 131,000 0.78 $132.13 $17,309,000 SEC
2017   Q2 131,000 0.74 Reduce 0.43% <0.01 $113.67–123.48 · VW $119.04i $15,698,000 SEC
2017   Q1 131,570 0.68 Reduce 0.70% <0.01 $103.44–117.13 · VW $112.23i $15,207,000 SEC
2016   Q4 132,495 0.60 $103.94 $13,772,000 SEC
2016   Q3 132,495 0.63 Add 0.10% <0.01 $110.62–117.84 · VW $114.63i $15,375,000 SEC
2016   Q2 132,365 0.60 $112.88 $14,941,000 SEC
2016   Q1 132,365 0.54 Add 0.08% <0.01 $100.12–110.60 · VW $105.70i $14,278,000 SEC
2015   Q4 132,265 0.53 Add 0.43% <0.01 $106.39–117.95 · VW $112.47i $14,426,000 SEC
2015   Q3 131,695 0.48 $107.79 $14,195,000 SEC
2015   Q2 131,695 0.48 Add 0.08% <0.01 $107.19–122.23 · VW $113.51i $15,282,000 SEC
2015   Q1 131,595 0.44 $110.57 $14,550,000 SEC
2014   Q4 131,595 0.47 $114.09 $15,014,000 SEC
2014   Q3 131,595 0.51 $115.40 $15,186,000 SEC
2014   Q2 131,595 0.57 Reduce 0.04% <0.01 $121.42–130.91 · VW $126.17i $16,748,000 SEC
2014   Q1 131,650 0.60 Add 3.78% 0.02 $114.96–133.00 · VW $123.12i $16,402,000 SEC
2013   Q4 126,850 0.65 $132.42 $16,797,000 SEC
2013   Q3 126,850 0.69 Add 0.52% <0.01 $115.28–134.08 · VW $125.24i $16,120,000 SEC
2013   Q2 126,200 0.68 $114.95 $14,507,000 SEC
2013   Q1 126,200 0.78 $125.84 $15,881,000 SEC
2012   Q4 126,200 0.81 Reduce 11.13% 0.05 $111.00–121.39 · VW $116.82i $14,712,000 SEC
2012   Q3 142,000 0.41 Reduce 7.19% 0.03 $101.95–114.38 · VW $108.58i $16,008,000 SEC
2012   Q2 153,000 0.39 Reduce 19.05% 0.18 $92.55–104.67 · VW $98.88i $15,770,000 SEC
2012   Q1 189,000 0.96 Reduce 0.53% <0.01 $84.44–98.30 · VW $92.32i $18,239,000 SEC
2011   Q4 190,000 0.94 Reduce 0.52% <0.01 $73.23–87.49 · VW $83.17i $16,610,000 SEC
2011   Q3 191,000 0.85 $75.93 $14,503,000 SEC
2011   Q2 191,000 0.83 Reduce 9.05% 0.08 $76.45–85.53 · VW $82.05i $15,637,000 SEC
2011   Q1 210,000 0.89 $76.22 $16,006,000 SEC
2010   Q4 210,000 0.93 $74.33 $15,609,000 SEC
2010   Q3 210,000 0.90 $69.01 $14,492,000 SEC
2010   Q2 210,000 0.93 Add 23.53% 0.18 $55.90–71.99 · VW $64.31i $13,175,000 SEC
2010   Q1 170,000 0.36 Add 13.33% 0.04 $62.30–70.96 · VW $66.79i $11,467,000 SEC
2009   Q4 150,000 0.42 Add 7.14% 0.03 $60.00–70.00 · VW $66.16i $10,412,000 SEC
2009   Q3 140,000 0.68 Add 16.67% 0.10 $55.83–64.94 · VW $61.62i $8,609,000 SEC
2009   Q2 120,000 0.25 Add 118.18% 0.14 $44.50–59.39 · VW $51.67i $6,870,000 SEC
2009   Q1 55,000 0.22 Add 450.00% 0.18 $40.93–58.64 · VW $48.53i $2,461,000 SEC
2008   Q4 10,000 0.04 $56.70 $567,000 SEC
2008   Q3 10,000 0.04 Add 33.33% <0.01 $67.00–77.58 · VW $71.65i $689,000 SEC
2008   Q2 7,500 0.02 $73.87 $554,000 SEC
2008   Q1 7,500 0.02 $81.33 $610,000 SEC
2007   Q4 7,500 0.02 $85.87 $644,000 SEC
2007   Q3 7,500 0.02 $87.73 $658,000 SEC
2007   Q2 7,500 0.01 $83.33 $625,000 SEC
2007   Q1 7,500 0.02 $80.93 $607,000 SEC
2006   Q4 7,500 0.01 $79.33 $595,000 SEC
2006   Q3 7,500 0.01 $71.07 $533,000 SEC
2006   Q2 7,500 0.10 $67.60 $507,000 SEC
2006   Q1 7,500 0.01 $63.47 $476,000 SEC
2005   Q4 7,500 <0.01 $58.27 $437,000 SEC
2005   Q3 7,500 <0.01 $58.00 $435,000 SEC
2005   Q2 7,500 <0.01 $59.33 $445,000 SEC
2005   Q1 7,500 <0.01 $56.93 $427,000 SEC
2004   Q4 7,500 <0.01 $57.87 $434,000 SEC
2004   Q3 7,500 <0.01 Buy <0.01 $48.21–54.48 · VW $50.40i $378,000 SEC
Price snapshot:
Current price$82.50
52-week low$71.73
52-week high$112.30