BC
DEO icon

Bayforest Capital’s Diageo DEO Stock Holding History

Bayforest Capital’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Sell
315
-268
-46% -$21.6K 0.02% 756
2026
Q1 		$43.4K Sell
583
-294
-34% -$25.6K 0.05% 601
2025
Q4 		$75.7K Buy
+877
New +$80.8K 0.06% 527
2025
Q2 		– Sell
-9
Closed -$943 – 784
2025
Q1 		$943 Buy
+9
New +$1.02K ﹤0.01% 708

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bayforest Capital's DEO Position: Q2 2026 in Review

Bayforest Capital reduced its Diageo (DEO) stake by 46% in Q2 2026, selling an estimated $21.6K and leaving 315 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #756.

Bayforest Capital first reported a position in DEO in Q1 2025 and has held it in 4 quarters since. The position peaked at $75.7K in Q4 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Bayforest Capital held 315 shares of Diageo worth $25.3K as of Q2 2026.
  • Bayforest Capital sold 268 Diageo shares in Q2 2026, an estimated $21.6K.
  • Diageo made up 0.02% of Bayforest Capital's portfolio in Q2 2026, its #756 holding.
  • Bayforest Capital first reported a position in Diageo in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Diageo position peaked at $75.7K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.