3Chopt Investment Partners’s Diageo DEO Stock Holding History

3Chopt Investment 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 Q2	–	Sell	-2,007	Closed	-$214K	–	234
2025 Q1	$214K	Buy	+2,007	New	+$227K	0.06%	201
2024 Q3	–	Sell	-2,536	Closed	-$320K	–	100
2024 Q2	$320K	Buy	+2,536	New	+$349K	0.1%	154
2024 Q1	–	Sell	-2,492	Closed	-$363K	–	93
2023 Q4	$363K	Buy	+2,492	New	+$368K	0.13%	126
2023 Q3	–	Sell	-2,983	Closed	-$517K	–	81
2023 Q2	$517K	Buy	2,983 +88	+3%	+$15.7K	0.26%	85
2023 Q1	$529K	Buy	2,895 +1,354	+88%	+$239K	0.28%	83
2022 Q4	$275K	Buy	+1,541	New	+$270K	0.15%	117

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3Chopt Investment Partners's DEO Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Diageo (DEO) in Q2 2025, closing a stake of 2,007 shares — an estimated $214K sold.

3Chopt Investment Partners first reported a position in DEO in Q4 2022 and held it in 6 quarters. The position peaked at $529K in Q1 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

3Chopt Investment Partners reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
3Chopt Investment Partners sold 2,007 Diageo shares in Q2 2025, an estimated $214K.
3Chopt Investment Partners first reported a position in Diageo in Q4 2022 and held it in 6 quarters.
3Chopt Investment Partners's Diageo position peaked at $529K in Q1 2023.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.