Tweedy Browne's DEO Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 129,808 shares of Diageo plc (DEO) worth $11.2 M, representing 0.90% 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, Tweedy Browne has maintained a long-term strategic position in DEO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 2,813 shares. Largest reduction occurred in Q4 2018, reducing 21,098 shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Diageo plc (DEO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Diageo plc (DEO) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +341,150 | Add 0.00% | 341,149 | $114.95 |
| Q3 2013 | -1,080 | Reduce 0.32% | 340,069 | $127.08 |
| Q4 2013 | -1,690 | Reduce 0.50% | 338,379 | $132.42 |
| Q1 2014 | -250 | Reduce 0.07% | 338,129 | $124.59 |
| Q2 2014 | -298 | Reduce 0.09% | 337,831 | $127.27 |
| Q3 2014 | -1,550 | Reduce 0.46% | 336,281 | $115.40 |
| Q4 2014 | -7,157 | Reduce 2.13% | 329,124 | $114.09 |
| Q1 2015 | -2,040 | Reduce 0.62% | 327,084 | $110.57 |
| Q2 2015 | -820 | Reduce 0.25% | 326,264 | $116.04 |
| Q3 2015 | -2,332 | Reduce 0.71% | 323,932 | $107.79 |
| Q4 2015 | -160 | Reduce 0.05% | 323,772 | $109.07 |
| Q1 2016 | -1,935 | Reduce 0.60% | 321,837 | $107.87 |
| Q2 2016 | -2,584 | Reduce 0.80% | 319,253 | $112.88 |
| Q3 2016 | -2,243 | Reduce 0.70% | 317,010 | $116.04 |
| Q4 2016 | -1,765 | Reduce 0.56% | 315,245 | $103.94 |
| Q1 2017 | -7,780 | Reduce 2.47% | 307,465 | $115.58 |
| Q2 2017 | -3,770 | Reduce 1.23% | 303,695 | $119.83 |
| Q3 2017 | -870 | Reduce 0.29% | 302,825 | $132.13 |
| Q4 2017 | -8,618 | Reduce 2.85% | 294,207 | $146.03 |
| Q1 2018 | -15,548 | Reduce 5.28% | 278,659 | $135.42 |
| Q2 2018 | -1,207 | Reduce 0.43% | 277,452 | $144.01 |
| Q3 2018 | -18,854 | Reduce 6.80% | 258,598 | $141.67 |
| Q4 2018 | -21,098 | Reduce 8.16% | 237,500 | $141.80 |
| Q1 2019 | -2,448 | Reduce 1.03% | 235,052 | $163.61 |
| Q2 2019 | -2,689 | Reduce 1.14% | 232,363 | $172.32 |
| Q3 2019 | -781 | Reduce 0.34% | 231,582 | $163.52 |
| Q4 2019 | -4,702 | Reduce 2.03% | 226,880 | $168.42 |
| Q1 2020 | -1,783 | Reduce 0.79% | 225,097 | $127.12 |
| Q2 2020 | -4,014 | Reduce 1.78% | 221,083 | $134.39 |
| Q3 2020 | -4,661 | Reduce 2.11% | 216,422 | $137.66 |
| Q4 2020 | -12,637 | Reduce 5.84% | 203,785 | $158.81 |
| Q1 2021 | -20,336 | Reduce 9.98% | 183,449 | $164.21 |
| Q2 2021 | -9,109 | Reduce 4.97% | 174,340 | $191.69 |
| Q3 2021 | -13,921 | Reduce 7.98% | 160,419 | $193.00 |
| Q4 2021 | -7,058 | Reduce 4.40% | 153,361 | $220.14 |
| Q1 2022 | -2,943 | Reduce 1.92% | 150,418 | $203.14 |
| Q2 2022 | -1,995 | Reduce 1.33% | 148,423 | $174.12 |
| Q3 2022 | -840 | Reduce 0.57% | 147,583 | $169.81 |
| Q4 2022 | -959 | Reduce 0.65% | 146,624 | $178.19 |
| Q1 2023 | -199 | Reduce 0.14% | 146,425 | $181.18 |
| Q2 2023 | -150 | Reduce 0.10% | 146,275 | $173.48 |
| Q3 2023 | -714 | Reduce 0.49% | 145,561 | $149.18 |
| Q4 2023 | -2,501 | Reduce 1.72% | 143,060 | $145.66 |
| Q1 2024 | -317 | Reduce 0.22% | 142,743 | $148.74 |
| Q2 2024 | -1,439 | Reduce 1.01% | 141,304 | $126.08 |
| Q3 2024 | -1,979 | Reduce 1.40% | 139,325 | $140.34 |
| Q4 2024 | -905 | Reduce 0.65% | 138,420 | $127.13 |
| Q1 2025 | -2,226 | Reduce 1.61% | 136,194 | $104.79 |
| Q2 2025 | -5,392 | Reduce 3.96% | 130,802 | $100.84 |
| Q3 2025 | -3,807 | Reduce 2.91% | 126,995 | $95.43 |
| Q4 2025 | +2,813 | Add 2.22% | 129,808 | $86.27 |
Tweedy Browne's Diageo plc Investment FAQs
Tweedy Browne first purchased Diageo plc (DEO) in Q2 2013, acquiring 341,149 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Diageo plc (DEO) for 51 quarters since Q2 2013.
Tweedy Browne's largest addition to Diageo plc (DEO) was in Q2 2013, adding 341,149 shares worth $39.22 M.
According to the latest 13F filing for Q4 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 129,808 shares of Diageo plc (DEO), valued at approximately $11.2 M.
As of the Q4 2025 filing, Diageo plc (DEO) represents approximately 0.90% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Diageo plc (DEO) was 341,149 shares, as reported at the end of Q2 2013.