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BFC Planning, Inc.’s Diageo DEO Stock Holding History

BFC Planning, Inc.’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 		$25.9K Buy
322
+32
+11% +$2.58K ﹤0.01% 1886
2026
Q1 		$21.6K Sell
290
-495
-63% -$43.2K ﹤0.01% 1679
2025
Q4 		$67.7K Sell
785
-256
-25% -$23.6K ﹤0.01% 1242
2025
Q3 		$99.4K Buy
1,041
+8
+0.8% +$840 0.01% 931
2025
Q2 		$104K Sell
1,033
-831
-45% -$90.2K 0.01% 868
2025
Q1 		$195K Sell
1,864
-41
-2% -$4.63K 0.02% 621
2024
Q4 		$242K Buy
+1,905
New +$242K 0.02% 544

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Orbis Allan Gray
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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Brookfield Corp
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 $313B AUM 26.62% 1-Year Est. Return

BFC Planning, Inc.'s DEO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Diageo (DEO) stake by 11% in Q2 2026, buying an estimated $2.58K and bringing the position to 322 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

BFC Planning, Inc. first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $242K in Q4 2024. 729 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • BFC Planning, Inc. held 322 shares of Diageo worth $25.9K as of Q2 2026.
  • BFC Planning, Inc. bought 32 Diageo shares in Q2 2026, an estimated $2.58K.
  • Diageo made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1886 holding.
  • BFC Planning, Inc. first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Diageo position peaked at $242K in Q4 2024.
  • 729 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.