Live Oak Private Wealth LLC Purchases 30,591 Shares of Diageo plc $DEO

Posted by Brenda Bartman on Jun 25th, 2026

Live Oak Private Wealth LLC boosted its holdings in shares of Diageo plc (NYSE:DEO – Free Report) by 47.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,352 shares of the company’s stock after acquiring an additional 30,591 shares during the quarter. Live Oak Private Wealth LLC’s holdings in Diageo were worth $7,099,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in DEO. Bank of Montreal Can increased its position in Diageo by 428.7% during the 4th quarter. Bank of Montreal Can now owns 2,173,047 shares of the company’s stock valued at $187,469,000 after purchasing an additional 1,762,027 shares during the period. Orbis Allan Gray Ltd raised its holdings in shares of Diageo by 236.6% during the second quarter. Orbis Allan Gray Ltd now owns 1,157,991 shares of the company’s stock valued at $116,772,000 after purchasing an additional 813,973 shares during the period. Raymond James Financial Inc. boosted its holdings in Diageo by 48.5% in the third quarter. Raymond James Financial Inc. now owns 1,701,878 shares of the company’s stock worth $162,410,000 after acquiring an additional 555,509 shares in the last quarter. Brandywine Global Investment Management LLC bought a new position in shares of Diageo in the 4th quarter worth $46,763,000. Finally, Morgan Stanley lifted its stake in shares of Diageo by 32.4% in the fourth quarter. Morgan Stanley now owns 1,947,245 shares of the company’s stock valued at $167,989,000 after buying an additional 476,979 shares in the last quarter. Institutional investors and hedge funds own 8.97% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Diageo in a research report on Monday, April 20th. HSBC downgraded Diageo from a “buy” rating to a “hold” rating in a research note on Monday, March 2nd. Zacks Research upgraded shares of Diageo from a “strong sell” rating to a “hold” rating in a research report on Monday, March 23rd. Loop Capital set a $99.00 price target on Diageo in a report on Thursday, June 18th. Finally, BNP Paribas Exane raised shares of Diageo from an “underperform” rating to a “neutral” rating in a research note on Wednesday, March 25th. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Diageo has an average rating of “Hold” and an average target price of $110.67.

Check Out Our Latest Research Report on DEO

Diageo Stock Up 1.0%

Shares of NYSE:DEO opened at $83.03 on Thursday. The company has a 50-day moving average price of $81.52 and a 200-day moving average price of $84.60. The company has a quick ratio of 0.71, a current ratio of 1.60 and a debt-to-equity ratio of 1.53. Diageo plc has a 12 month low of $72.45 and a 12 month high of $116.41.

Diageo Profile

(Free Report)

Diageo plc is a global producer, marketer and distributor of alcoholic beverages, headquartered in London, England. The company was created through the 1997 merger of Guinness plc and Grand Metropolitan plc and is publicly traded on multiple exchanges, including the New York Stock Exchange (NYSE: DEO) and the London Stock Exchange. Diageo operates a worldwide business, selling products in a broad range of markets across the Americas, Europe, Africa, Asia and Latin America.

Diageo’s core activities cover the production, marketing and sale of a diverse portfolio of spirits, beer and liqueurs.