DEO DIAGEO PLC SPON ADR

Ownership history in LINCLUDEN MANAGEMENT LTD  ·  16 quarters on record

This page tracks every 13F SEC filing in which LINCLUDEN MANAGEMENT LTD reported a position in DIAGEO PLC SPON ADR (DEO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2023 Q4)
Avg. % of fund
0.68%
First filed
2009 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 99,706 +41,871 +72.4% 0.73% $8.6M $86.27
2025 Q3 REDUCED 57,835 -191 -0.3% 0.61% $5.5M $92.99
2025 Q2 REDUCED 58,026 -472 -0.8% 0.65% $5.9M $98.27
2025 Q1 ADDED 58,498 +759 +1.3% 0.78% $6.1M $102.11
2024 Q4 REDUCED 57,739 -331 -0.6% 0.89% $7.3M $122.04
2024 Q3 ADDED 58,070 +7,470 +14.8% 0.89% $8.2M $134.72
2024 Q2 REDUCED 50,600 -640 -1.2% 0.77% $6.4M $118.75
2024 Q1 UNCHANGED 51,240 0% 0.89% $7.5M $140.09
2023 Q4 REDUCED 51,240 -28,330 -35.6% 0.91% $7.5M $135.74
2010 Q3 REDUCED 79,570 -24,840 -23.8% 0.58% $5.5M $45.94
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DEO price (monthly, adj. close)
← Back to LINCLUDEN MANAGEMENT LTD Holdings