BFO
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Boston Family Office’s Diageo DEO Stock Holding History

Boston Family Office’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 		$354K Sell
4,400
-116
-3% -$9.37K 0.02% 257
2026
Q1 		$336K Hold
4,516
– – 0.02% 261
2025
Q4 		$390K Sell
4,516
-232
-5% -$21.4K 0.02% 231
2025
Q3 		$453K Sell
4,748
-2
-0% -$210 0.03% 219
2025
Q2 		$479K Hold
4,750
– – 0.03% 213
2025
Q1 		$498K Sell
4,750
-300
-6% -$33.9K 0.04% 202
2024
Q4 		$642K Hold
5,050
– – 0.04% 178
2024
Q3 		$709K Hold
5,050
– – 0.05% 173
2024
Q2 		$637K Sell
5,050
-7,857
-61% -$1.08M 0.05% 175
2024
Q1 		$1.92M Buy
12,907
+78
+0.6% +$11.4K 0.14% 111
2023
Q4 		$1.87M Buy
12,829
+298
+2% +$44K 0.14% 118
2023
Q3 		$1.87M Sell
12,531
-330
-3% -$55.3K 0.15% 114
2023
Q2 		$2.23M Sell
12,861
-91
-0.7% -$16.2K 0.17% 103
2023
Q1 		$2.35M Buy
12,952
+104
+0.8% +$18.4K 0.19% 101
2022
Q4 		$2.29M Buy
12,848
+284
+2% +$49.8K 0.19% 99
2022
Q3 		$2.13M Buy
12,564
+178
+1% +$31.9K 0.19% 96
2022
Q2 		$2.16M Buy
12,386
+519
+4% +$98.7K 0.18% 105
2022
Q1 		$2.41M Buy
11,867
+188
+2% +$37.7K 0.17% 104
2021
Q4 		$2.57M Sell
11,679
-17
-0.1% -$3.49K 0.17% 107
2021
Q3 		$2.26M Hold
11,696
– – 0.16% 108
2021
Q2 		$2.24M Hold
11,696
– – 0.16% 112
2021
Q1 		$1.92M Buy
11,696
+272
+2% +$44.5K 0.14% 118
2020
Q4 		$1.81M Sell
11,424
-515
-4% -$76.8K 0.14% 117
2020
Q3 		$1.64M Buy
11,939
+187
+2% +$25.8K 0.15% 112
2020
Q2 		$1.58M Sell
11,752
-894
-7% -$123K 0.15% 116
2020
Q1 		$1.61M Buy
12,646
+647
+5% +$97.1K 0.19% 102
2019
Q4 		$2.02M Buy
11,999
+226
+2% +$36.7K 0.19% 108
2019
Q3 		$1.93M Buy
11,773
+73
+0.6% +$12.2K 0.2% 108
2019
Q2 		$2.02M Buy
11,700
+301
+3% +$50.6K 0.21% 104
2019
Q1 		$1.86M Buy
11,399
+379
+3% +$57.8K 0.2% 109
2018
Q4 		$1.56M Sell
11,020
-3,385
-23% -$476K 0.19% 115
2018
Q3 		$2.04M Sell
14,405
-3
-0% -$431 0.22% 110
2018
Q2 		$2.08M Sell
14,408
-525
-4% -$75.2K 0.23% 108
2018
Q1 		$2.02M Buy
14,933
+110
+0.7% +$15.3K 0.23% 108
2017
Q4 		$2.17M Sell
14,823
-88
-0.6% -$12.1K 0.24% 107
2017
Q3 		$1.97M Sell
14,911
-8
-0.1% -$1.03K 0.22% 115
2017
Q2 		$1.79M Buy
14,919
+147
+1% +$17.5K 0.21% 117
2017
Q1 		$1.71M Buy
14,772
+97
+0.7% +$10.9K 0.21% 118
2016
Q4 		$1.52M Hold
14,675
– – 0.2% 121
2016
Q3 		$1.7M Sell
14,675
-478
-3% -$54.6K 0.22% 113
2016
Q2 		$1.71M Sell
15,153
-1,107
-7% -$120K 0.22% 114
2016
Q1 		$1.75M Buy
16,260
+185
+1% +$19.6K 0.23% 112
2015
Q4 		$1.75M Sell
16,075
-60
-0.4% -$6.77K 0.24% 114
2015
Q3 		$1.74M Buy
16,135
+98
+0.6% +$10.9K 0.24% 108
2015
Q2 		$1.86M Sell
16,037
-1,756
-10% -$200K 0.23% 108
2015
Q1 		$1.97M Sell
17,793
-371
-2% -$42.7K 0.24% 104
2014
Q4 		$2.07M Sell
18,164
-121
-0.7% -$14.1K 0.26% 103
2014
Q3 		$2.11M Buy
18,285
+109
+0.6% +$13.2K 0.27% 102
2014
Q2 		$2.31M Sell
18,176
-116
-0.6% -$14.6K 0.29% 96
2014
Q1 		$2.28M Sell
18,292
-55
-0.3% -$6.86K 0.3% 94
2013
Q4 		$2.43M Sell
18,347
-95
-0.5% -$12.1K 0.32% 89
2013
Q3 		$2.34M Sell
18,442
-113
-0.6% -$14.1K 0.33% 86
2013
Q2 		$2.13M Buy
+18,555
New +$2.24M 0.32% 90

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

Boston Family Office's DEO Position: Q2 2026 in Review

Boston Family Office reduced its Diageo (DEO) stake by 2.6% in Q2 2026, selling an estimated $9.37K and leaving 4,400 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #257.

Boston Family Office first reported a position in DEO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q4 2021. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Boston Family Office held 4,400 shares of Diageo worth $354K as of Q2 2026.
  • Boston Family Office sold 116 Diageo shares in Q2 2026, an estimated $9.37K.
  • Diageo made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #257 holding.
  • Boston Family Office first reported a position in Diageo in Q2 2013 and has held it in 53 quarters since.
  • Boston Family Office's Diageo position peaked at $2.57M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.