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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

DEO holding history

Diageo PLC in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overviewAll 13F holders of DEOFull Q1 2026 holdings

Shares (Q1 2026)
26,052
Value
$1.94M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of DEO by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202626,052$1.94M0.3%+1,640+6.7%AddedHolders
Q4 202524,412$2.11M0.4%+4,881+25.0%AddedHolders
Q3 202519,531$1.86M0.4%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202516,014$1.68M0.4%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202412,256$1.54M0.4%−8,867−42.0%ReducedHolders
Q1 202421,123$3.11M0.4%+11,109+110.9%AddedHolders
Q4 202310,014$1.46M0.4%−107,091−91.4%ReducedHolders
Q3 2023117,105––+112,008+2,197.5%AddedHolders
Q2 20235,097$3.75K<0.1%+106+2.1%AddedHolders
Q1 20234,991$867<0.1%+3,537+243.3%AddedHolders
Q4 20221,454$3.05K<0.1%−699−32.5%ReducedHolders
Q3 20222,153$224.0K<0.1%−2,925−57.6%ReducedHolders
Q2 20225,078$700.0K0.1%+2,532+99.5%AddedHolders
Q1 20222,546$275.0K<0.1%−1,935−43.2%ReducedHolders
Q4 20214,481$641.0K0.1%+1,482+49.4%AddedHolders
Q3 20212,999$772.0K0.6%−3,673−55.1%ReducedHolders
Q2 20216,672$1.47M0.7%+533+8.7%AddedHolders
Q1 20216,139$1.02K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.