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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
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

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

Guardian Partners's DEO Position: Q2 2026 in Review

Guardian Partners opened a new position in Diageo (DEO) in Q2 2026: 1,400 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Guardian Partners previously reported a position in DEO as recently as Q2 2025.

Guardian Partners first reported a position in DEO in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.95M in Q4 2024. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Guardian Partners held 1,400 shares of Diageo worth $113K as of Q2 2026.
  • Diageo was a new Guardian Partners position in Q2 2026.
  • Diageo made up 0.01% of Guardian Partners's portfolio in Q2 2026, its #232 holding.
  • Guardian Partners first reported a position in Diageo in Q4 2024 and has held it in 4 quarters since.
  • Guardian Partners's Diageo position peaked at $5.95M in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.