AG
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Advocate Group’s Diageo DEO Stock Holding History

Advocate Group’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
-1,987
Closed -$208K – 121
2025
Q1 		$208K Hold
1,987
– – 0.04% 111
2024
Q4 		$253K Sell
1,987
-250
-11% -$31.8K 0.05% 105
2024
Q3 		$314K Hold
2,237
– – 0.06% 101
2024
Q2 		$282K Hold
2,237
– – 0.06% 104
2024
Q1 		$333K Sell
2,237
-43
-2% -$6.29K 0.07% 100
2023
Q4 		$332K Sell
2,280
-12
-0.5% -$1.77K 0.07% 101
2023
Q3 		$342K Sell
2,292
-25
-1% -$4.19K 0.08% 99
2023
Q2 		$402K Hold
2,317
– – 0.09% 97
2023
Q1 		$420K Buy
2,317
+191
+9% +$33.7K 0.09% 98
2022
Q4 		$379K Hold
2,126
– – 0.08% 96
2022
Q3 		$361K Sell
2,126
-4
-0.2% -$717 0.09% 90
2022
Q2 		$371K Buy
+2,130
New +$405K 0.09% 94

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocate Group's DEO Position: Q2 2025 in Review

Advocate Group sold out of Diageo (DEO) in Q2 2025, closing a stake of 1,987 shares — an estimated $208K sold.

Advocate Group first reported a position in DEO in Q2 2022 and held it in 12 quarters. The position peaked at $420K in Q1 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Advocate Group reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Advocate Group sold 1,987 Diageo shares in Q2 2025, an estimated $208K.
  • Advocate Group first reported a position in Diageo in Q2 2022 and held it in 12 quarters.
  • Advocate Group's Diageo position peaked at $420K in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Advocate Group's 13F filing for Q2 2025, filed 25 Jul 2025.