Wallace Weitz's DEO Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 23,800 shares of Diageo plc (DEO) worth $2.05 M, representing 0.12% 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, Wallace Weitz has maintained a long-term strategic position in DEO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 19,000 shares. Largest reduction occurred in Q1 2021, reducing 126,600 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Diageo plc (DEO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Diageo plc (DEO) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +126,200 | Add 0.00% | 126,200 | $114.95 |
| Q3 2013 | +650 | Add 0.52% | 126,850 | $127.08 |
| Q1 2014 | +4,800 | Add 3.78% | 131,650 | $124.59 |
| Q2 2014 | -55 | Reduce 0.04% | 131,595 | $127.27 |
| Q2 2015 | +100 | Add 0.08% | 131,695 | $116.04 |
| Q4 2015 | +570 | Add 0.43% | 132,265 | $109.07 |
| Q1 2016 | +100 | Add 0.08% | 132,365 | $107.87 |
| Q3 2016 | +130 | Add 0.10% | 132,495 | $116.04 |
| Q1 2017 | -925 | Reduce 0.70% | 131,570 | $115.58 |
| Q2 2017 | -570 | Reduce 0.43% | 131,000 | $119.83 |
| Q4 2017 | -1,000 | Reduce 0.76% | 130,000 | $146.03 |
| Q3 2019 | -2,500 | Reduce 1.92% | 127,500 | $163.52 |
| Q1 2020 | +11,500 | Add 9.02% | 139,000 | $127.12 |
| Q3 2020 | +19,000 | Add 13.67% | 158,000 | $137.66 |
| Q4 2020 | -13,400 | Reduce 8.48% | 144,600 | $158.81 |
| Q1 2021 | -126,600 | Reduce 87.55% | 18,000 | $164.22 |
| Q2 2021 | -3,000 | Reduce 16.67% | 15,000 | $191.67 |
| Q4 2021 | -1,095 | Reduce 7.30% | 13,905 | $220.14 |
| Q1 2022 | -2,205 | Reduce 15.86% | 11,700 | $203.16 |
| Q1 2023 | +3,000 | Add 25.64% | 14,700 | $181.18 |
| Q3 2023 | +2,800 | Add 19.05% | 17,500 | $149.18 |
| Q4 2023 | +3,000 | Add 17.14% | 20,500 | $145.66 |
| Q1 2024 | +7,800 | Add 38.05% | 28,300 | $148.74 |
| Q4 2025 | -4,500 | Reduce 15.90% | 23,800 | $86.27 |
Wallace Weitz's Diageo plc Investment FAQs
Wallace Weitz first purchased Diageo plc (DEO) in Q2 2013, acquiring 126,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Diageo plc (DEO) for 51 quarters since Q2 2013.
Wallace Weitz's largest addition to Diageo plc (DEO) was in Q2 2013, adding 126,200 shares worth $14.51 M.
According to the latest 13F filing for Q4 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 23,800 shares of Diageo plc (DEO), valued at approximately $2.05 M.
As of the Q4 2025 filing, Diageo plc (DEO) represents approximately 0.12% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Diageo plc (DEO) was 158,000 shares, as reported at the end of Q3 2020.