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Tom Russo’s OTC-DGEAF Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+7.49 M Shares
Current Position
129,805 Shares
$2.8 M Value

Tom Russo's OTC-DGEAF Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 129,805 shares of Diageo plc (OTC-DGEAF) worth $2.8 M, representing 0.03% 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, Tom Russo has maintained a long-term strategic position in OTC-DGEAF, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 455,953 shares. Largest reduction occurred in Q3 2020, reducing 4.78 M shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's Diageo plc (OTC-DGEAF) Holding Value Over Time

Track share changes against reported price movement

Quarterly Diageo plc (OTC-DGEAF) Trades by Tom Russo

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +7.49 M Add 0.00% 7.49 M $28.51
Q3 2013 +418,304 Add 5.59% 7.91 M $31.82
Q4 2013 +187,296 Add 2.37% 8.09 M $33.13
Q1 2014 +186,999 Add 2.31% 8.28 M $31.03
Q2 2014 +190,237 Add 2.30% 8.47 M $31.91
Q3 2014 +145,007 Add 1.71% 8.62 M $28.94
Q4 2014 +13,448 Add 0.16% 8.63 M $28.82
Q1 2015 +455,953 Add 5.28% 9.08 M $27.60
Q2 2015 +191,935 Add 2.11% 9.28 M $28.95
Q3 2015 +7,870 Add 0.08% 9.28 M $26.82
Q4 2015 +33,037 Add 0.36% 9.32 M $27.36
Q1 2016 -2,620 Reduce 0.03% 9.31 M $27.04
Q2 2016 +13,216 Add 0.14% 9.33 M $27.89
Q3 2016 +23,080 Add 0.25% 9.35 M $28.71
Q4 2016 -64,991 Reduce 0.70% 9.29 M $26.07
Q1 2017 +77,193 Add 0.83% 9.36 M $28.55
Q2 2017 -204,581 Reduce 2.18% 9.16 M $29.47
Q3 2017 -32,152 Reduce 0.35% 9.13 M $32.91
Q4 2017 -237,872 Reduce 2.61% 8.89 M $36.86
Q1 2018 -498,749 Reduce 5.61% 8.39 M $33.84
Q2 2018 -377,625 Reduce 4.50% 8.01 M $35.94
Q3 2018 -108,930 Reduce 1.36% 7.9 M $35.46
Q4 2018 -325,176 Reduce 4.11% 7.58 M $35.60
Q1 2019 -1.33 M Reduce 17.52% 6.25 M $40.89
Q2 2019 -525,750 Reduce 8.41% 5.72 M $43.07
Q3 2019 -153,828 Reduce 2.69% 5.57 M $41.07
Q4 2019 -142,995 Reduce 2.57% 5.43 M $42.40
Q1 2020 -134,799 Reduce 2.48% 5.29 M $32.07
Q2 2020 -479,898 Reduce 9.07% 4.81 M $33.13
Q3 2020 -4.78 M Reduce 99.31% 33,086 $34.24
Q4 2020 -1,735 Reduce 5.24% 31,351 $39.33
Q1 2021 -8,500 Reduce 27.11% 22,851 $41.27
Q2 2021 -700 Reduce 3.06% 22,151 $47.81
Q3 2021 -2,750 Reduce 12.41% 19,401 $48.61
Q3 2022 -50 Reduce 0.26% 19,351 $42.38
Q1 2023 -4,724 Reduce 24.41% 14,627 $44.69
Q2 2023 -786 Reduce 5.37% 13,841 $42.96
Q1 2024 -5,389 Reduce 38.94% 8,452 $36.96
Q4 2024 -200 Reduce 2.37% 8,252 $31.78
Q1 2025 -175 Reduce 2.12% 8,077 $26.00
Q3 2025 -8,077 Sold Out 0 $0.00
Q4 2025 +129,805 New Buy 129,805 $21.57

Tom Russo's Diageo plc Investment FAQs

Tom Russo first purchased Diageo plc (OTC-DGEAF) in Q2 2013, acquiring 7,487,269 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo has held Diageo plc (OTC-DGEAF) for 51 quarters since Q2 2013.

Tom Russo's largest addition to Diageo plc (OTC-DGEAF) was in Q2 2013, adding 7,487,269 shares worth $213.49 M.

According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 129,805 shares of Diageo plc (OTC-DGEAF), valued at approximately $2.8 M.

As of the Q4 2025 filing, Diageo plc (OTC-DGEAF) represents approximately 0.03% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings.

Tom Russo's peak holding in Diageo plc (OTC-DGEAF) was 9,363,233 shares, as reported at the end of Q1 2017.