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Saratoga Research & Investment Management: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Saratoga Research & Investment Management on DEO, newest first. How the timeline and the estimate are built.

Saratoga Research & Investment Management held 361,038 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 361,038 shares
    Change vs previous 13F -17,103 shares

    1.59% of the 13F portfolio, value $29,020,234.

    13F-HR 0001477872-26-000004 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 378,141 shares
    Change vs previous 13F +107,083 shares

    1.6% of the 13F portfolio, value $28,152,598.

    13F-HR 0001477872-26-000003 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 271,058 shares
    Change vs previous 13F -65,490 shares

    1.23% of the 13F portfolio, value $23,384,174.

    13F-HR 0001477872-26-000001 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 336,548 shares
    Change vs previous 13F -4,538 shares

    1.67% of the 13F portfolio, value $32,116,776.

    13F-HR 0001477872-25-000007 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 341,086 shares
    Change vs previous 13F -1,613 shares

    1.84% of the 13F portfolio, value $34,395,112.

    13F-HR 0001477872-25-000005 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 342,699 shares
    Change vs previous 13F +9,266 shares

    1.9% of the 13F portfolio, value $35,911,428.

    13F-HR 0001477872-25-000004 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 333,433 shares
    Change vs previous 13F -33,533 shares

    2.14% of the 13F portfolio, value $42,389,337.

    13F-HR 0001477872-25-000002 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 366,966 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $51,500,008.

    13F-HR 0001477872-24-000005 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).