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Accredited Wealth Management’s Diageo DEO Stock Holding History

Accredited Wealth Management’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 		$81.9K Sell
450
-383
-46% -$40.2K 0.06% 114
2025
Q2 		$84K Buy
833
+80
+11% +$8.68K 0.07% 108
2025
Q1 		$80.1K Buy
753
+25
+3% +$2.83K 0.07% 104
2024
Q4 		$92.6K Buy
+728
New +$92.6K 0.08% 103

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

Accredited Wealth Management's DEO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Diageo (DEO) stake by 46% in Q3 2025, selling an estimated $40.2K and leaving 450 shares worth $81.9K. The position accounts for 0.06% of the portfolio, ranked #114.

Accredited Wealth Management first reported a position in DEO in Q4 2024 and has held it in 4 quarters since. The position peaked at $92.6K in Q4 2024. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Accredited Wealth Management held 450 shares of Diageo worth $81.9K as of Q3 2025.
  • Accredited Wealth Management sold 383 Diageo shares in Q3 2025, an estimated $40.2K.
  • Diageo made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #114 holding.
  • Accredited Wealth Management first reported a position in Diageo in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Diageo position peaked at $92.6K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.