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Ken Fisher’s DEO Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q4 2017
+407,922 Shares
Current Position
2,968 Shares
$256,118 Value

Ken Fisher's DEO Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,968 shares of Diageo plc (DEO) worth $256,118, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in DEO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 407,922 shares. Largest reduction occurred in Q1 2025, reducing 210,206 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Diageo plc (DEO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Diageo plc (DEO) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +50,909 Add 0.00% 50,909 $114.95
Q3 2013 +1,017 Add 2.00% 51,926 $127.08
Q4 2013 -14,695 Reduce 28.30% 37,231 $132.42
Q1 2014 +263 Add 0.71% 37,494 $124.58
Q2 2014 -12,160 Reduce 32.43% 25,334 $127.26
Q3 2014 -539 Reduce 2.13% 24,795 $115.39
Q4 2014 +1,024 Add 4.13% 25,819 $114.10
Q1 2015 +857 Add 3.32% 26,676 $110.59
Q2 2015 -872 Reduce 3.27% 25,804 $116.03
Q3 2015 +1,026 Add 3.98% 26,830 $107.79
Q4 2015 +99 Add 0.37% 26,929 $109.06
Q1 2016 -7 Reduce 0.03% 26,922 $109.95
Q2 2016 -592 Reduce 2.20% 26,330 $113.44
Q3 2016 -1,530 Reduce 5.81% 24,800 $116.05
Q4 2016 -8,417 Reduce 33.94% 16,383 $103.95
Q1 2017 -2,421 Reduce 14.78% 13,962 $115.60
Q2 2017 +812 Add 5.82% 14,774 $119.81
Q3 2017 -214 Reduce 1.45% 14,560 $132.14
Q4 2017 +407,922 Add 2801.66% 422,482 $146.03
Q1 2018 -43,205 Reduce 10.23% 379,277 $135.42
Q2 2018 +3,156 Add 0.83% 382,433 $144.01
Q3 2018 +1,585 Add 0.41% 384,018 $141.67
Q4 2018 -41,999 Reduce 10.94% 342,019 $141.80
Q1 2019 -57,136 Reduce 16.71% 284,883 $163.61
Q2 2019 -18,067 Reduce 6.34% 266,816 $172.32
Q3 2019 -1,789 Reduce 0.67% 265,027 $163.52
Q4 2019 -5,751 Reduce 2.17% 259,276 $168.42
Q1 2020 -12,028 Reduce 4.64% 247,248 $127.12
Q2 2020 +5,180 Add 2.10% 252,428 $134.39
Q3 2020 -3,206 Reduce 1.27% 249,222 $137.66
Q4 2020 -2,266 Reduce 0.91% 246,956 $158.81
Q1 2021 -5,893 Reduce 2.39% 241,063 $164.21
Q2 2021 -1,505 Reduce 0.62% 239,558 $191.69
Q3 2021 -117 Reduce 0.05% 239,441 $193.00
Q4 2021 -69 Reduce 0.03% 239,372 $220.14
Q1 2022 +9,381 Add 3.92% 248,753 $203.14
Q2 2022 -266 Reduce 0.11% 248,487 $174.12
Q3 2022 +599 Add 0.24% 249,086 $169.81
Q4 2022 +17 Add 0.01% 249,103 $178.19
Q1 2023 -13,488 Reduce 5.41% 235,615 $182.62
Q2 2023 +152 Add 0.06% 235,767 $173.48
Q3 2023 -293 Reduce 0.12% 235,474 $149.18
Q4 2023 -582 Reduce 0.25% 234,892 $145.66
Q1 2024 -2,849 Reduce 1.21% 232,043 $148.74
Q2 2024 -728 Reduce 0.31% 231,315 $126.08
Q3 2024 -6,726 Reduce 2.91% 224,589 $140.34
Q4 2024 -822 Reduce 0.37% 223,767 $127.13
Q1 2025 -210,206 Reduce 93.94% 13,561 $104.80
Q2 2025 -10,430 Reduce 76.91% 3,131 $100.85
Q3 2025 +764 Add 24.40% 3,895 $95.46
Q4 2025 -927 Reduce 23.80% 2,968 $86.29

Ken Fisher's Diageo plc Investment FAQs

Ken Fisher first purchased Diageo plc (DEO) in Q2 2013, acquiring 50,909 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Diageo plc (DEO) for 51 quarters since Q2 2013.

Ken Fisher's largest addition to Diageo plc (DEO) was in Q4 2017, adding 422,482 shares worth $61.7 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,968 shares of Diageo plc (DEO), valued at approximately $256,118.

As of the Q4 2025 filing, Diageo plc (DEO) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Diageo plc (DEO) was 422,482 shares, as reported at the end of Q4 2017.