DEO — DIAGEO PLC

Ownership history in Scientech Research LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Scientech Research LLC reported a position in DIAGEO PLC (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
0.38% (2025 Q1)
Avg. % of fund
0.25%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,294 -4,584 -33.0% 0.31% $887K $92.99
2025 Q1 ADDED 13,878 +7,286 +110.5% 0.38% $1.5M $102.11
2024 Q3 ADDED 6,592 +3,022 +84.6% 0.18% $925K $134.72
2024 Q2 ADDED 3,570 +1,492 +71.8% 0.09% $450K $118.75
2023 Q4 INITIATED 2,078 — — 0.30% $303K —
% of Fund (quarterly)    DEO price (monthly, adj. close)

Other funds also holding DEO

As of 2025 Q4 — sorted by position size

Monaco Asset Management SAM 3Y 2.61% Keystone Financial Planning, Inc. 3Y 7Y 2.19% SALT Holding Corp. 2.13% EQUITY INVESTMENT CORP 3Y 7Y 1.98% McGinn Penninger Investment Management, Inc. 3Y 1.92% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 1.87% R.H. Investment Group, LLC 1.76% Poehling Capital Management, INC. 3Y 7Y 1.67% CAMBIAR INVESTORS LLC 3Y 7Y 1.66% Eldred Rock Partners, LLC 1.64%
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