Guardian Partners
DEO icon

Guardian Partners’s Diageo DEO Stock Holding History

Guardian Partners’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
Q3 		$12.8K Sell
150
-1,250
-89% -$110K ﹤0.01% 355
2026
Q2 		$113K Buy
+1,400
New +$113K 0.01% 232
2025
Q3 		– Sell
-43,536
Closed -$4.56M – 181
2025
Q2 		$4.56M Sell
43,536
-1,901
-4% -$206K 0.41% 66
2025
Q1 		$5.04M Sell
45,437
-1,960
-4% -$222K 0.52% 59
2024
Q4 		$5.95M Buy
+47,397
New +$6.03M 0.61% 55

Other funds holding DEO

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Guardian Partners's DEO Position: Q3 2026 in Review

Guardian Partners reduced its Diageo (DEO) stake by 89% in Q3 2026, selling an estimated $110K and leaving 150 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Guardian Partners first reported a position in DEO in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.95M in Q4 2024. 301 funds tracked by Wall St. Rank hold DEO as of Q3 2026.

  • Guardian Partners held 150 shares of Diageo worth $12.8K as of Q3 2026.
  • Guardian Partners sold 1,250 Diageo shares in Q3 2026, an estimated $110K.
  • Diageo made up ﹤0.01% of Guardian Partners's portfolio in Q3 2026, its #355 holding.
  • Guardian Partners first reported a position in Diageo in Q4 2024 and has held it in 5 quarters since.
  • Guardian Partners's Diageo position peaked at $5.95M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Diageo as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.