DGEAF News and Press, Diageo Plc Ord From 08/26/21

Wallace Weitz's 13F portfolio value increased from $2.26B to $2.37B this quarter. The number of positions remained steady at 60. Weitz Investment Management added Roper Technologies and increased Dun & Bradstreet while dropping Box Inc. and Summit Materials. The top three posi...

Tweedy Browne’s 13F portfolio value increased from $3.44B to $3.56B this quarter. They increased Alibaba Group Holding and Fresenius Medical Care while reducing Bank of New York Mellon during the quarter. Alphabet Inc. at ~17% of the portfolio is the largest position. ...

My passive income was up 3.76% y/y in July. My portfolio's total returns were 3.74% in July. I made 10 trades during July, all purchases. For further details see: Nicholas Ward's Dividend Growth Portfolio: July 2021 Update

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

Splash Beverage Group, which launched its IPO last June, produces and distributes several beverages, including innovative sports drinks and wine "by the glass". The company's main competitive strength is its management team, which has over 120 years of combined experience at large suc...

My passive income was up 27.57% in June. My portfolio's total returns were 3.36% in June. Year-to-date, my passive income is up 11.59% compared to the first 6 months of 2020. For further details see: Nicholas Ward's Dividend Growth Portfolio: June 2021 Review

Wallace Weitz's 13F portfolio value decreased from $2.35B to $2.26B this quarter. The number of positions decreased from 67 to 60. Weitz Investment Management increased AutoZone, Aon plc, Facebook, Fidelity National Information Services, and Box Inc., while reducing Oracle, Berkshire ...

My passive income increased by 13.59% year over year in April. I made 17 purchases and 2 sales. My performance continues to lag the market on a year-to-date basis due to an overweight allocation towards technology, but long term, I still really like my positioning. For furth...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

The company is well-positioned for a head-start with new executives, divestiture of unprofitable brands, and reduction of overhead expenses. New executives are experienced in the beverage industry and focus on the company's high-margin brands and canning business. Their brands enj...