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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Guardian Partners's DEO Position: Q3 2025 in Review

Guardian Partners sold out of Diageo (DEO) in Q3 2025, closing a stake of 43,536 shares — an estimated $4.56M sold.

Guardian Partners first reported a position in DEO in Q4 2024 and held it in 3 quarters. The position peaked at $5.95M in Q4 2024. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Guardian Partners reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Guardian Partners sold 43,536 Diageo shares in Q3 2025, an estimated $4.56M.
  • Guardian Partners first reported a position in Diageo in Q4 2024 and held it in 3 quarters.
  • Guardian Partners's Diageo position peaked at $5.95M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Guardian Partners's 13F filing for Q3 2025, filed 13 Nov 2025.