AmeriFlex Group’s Diageo DEO Stock Holding History

AmeriFlex 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 Q3	–	Sell	-485	Closed	-$48.8K	–	1128
2025 Q2	$48.8K	Buy	+485	New	+$52.6K	0.03%	388

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

AmeriFlex Group's DEO Position: Q3 2025 in Review

AmeriFlex Group sold out of Diageo (DEO) in Q3 2025, closing a stake of 485 shares — an estimated $48.8K sold.

AmeriFlex Group first reported a position in DEO in Q2 2025 and held it in 1 quarter. The position peaked at $48.8K in Q2 2025. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

AmeriFlex Group reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 485 Diageo shares in Q3 2025, an estimated $48.8K.
AmeriFlex Group first reported a position in Diageo in Q2 2025 and held it in 1 quarter.
AmeriFlex Group's Diageo position peaked at $48.8K in Q2 2025.
823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.