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Syon Capital’s Diageo DEO Stock Holding History

Syon Capital’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 		$289K Buy
+3,593
New +$290K 0.01% 816
2024
Q4 		– Sell
-2,879
Closed -$404K – 570
2024
Q3 		$404K Sell
2,879
-226
-7% -$29.4K 0.04% 318
2024
Q2 		$392K Sell
3,105
-2,670
-46% -$368K 0.04% 306
2024
Q1 		$859K Buy
+5,775
New +$845K 0.08% 180
2023
Q4 		– Sell
-2,612
Closed -$390K – 454
2023
Q3 		$390K Buy
+2,612
New +$437K 0.05% 224

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

Syon Capital's DEO Position: Q2 2026 in Review

Syon Capital opened a new position in Diageo (DEO) in Q2 2026: 3,593 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Syon Capital previously reported a position in DEO as recently as Q3 2024.

Syon Capital first reported a position in DEO in Q3 2023 and has held it in 5 quarters since. The position peaked at $859K in Q1 2024. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Syon Capital held 3,593 shares of Diageo worth $289K as of Q2 2026.
  • Diageo was a new Syon Capital position in Q2 2026.
  • Diageo made up 0.01% of Syon Capital's portfolio in Q2 2026, its #816 holding.
  • Syon Capital first reported a position in Diageo in Q3 2023 and has held it in 5 quarters since.
  • Syon Capital's Diageo position peaked at $859K in Q1 2024.
  • 724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.