3IP
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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return