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Armstrong Advisory Group’s Diageo DEO Stock Holding History

Armstrong Advisory 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
-205
Closed -$26K – 943
2025
Q1 		$26K Hold
205
– – ﹤0.01% 468
2024
Q4 		$26K Buy
205
+1
+0.5% +$127 ﹤0.01% 468
2024
Q3 		$28.6K Hold
204
– – ﹤0.01% 449
2024
Q2 		$25.7K Sell
204
-48
-19% -$6.61K ﹤0.01% 454
2024
Q1 		$36.8K Hold
252
– – ﹤0.01% 384
2023
Q4 		$36.8K Sell
252
-39
-13% -$5.76K ﹤0.01% 384
2023
Q3 		$43.4K Buy
291
+40
+16% +$6.7K ﹤0.01% 354
2023
Q2 		$43.5K Buy
251
+1
+0.4% +$179 ﹤0.01% 360
2023
Q1 		$45.3K Hold
250
– – 0.01% 338
2022
Q4 		$44.5K Buy
+250
New +$43.9K 0.01% 345

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 22.9% 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 $5.97B AUM 5.11% 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

Armstrong Advisory Group's DEO Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Diageo (DEO) in Q2 2025, closing a stake of 205 shares — an estimated $26K sold.

Armstrong Advisory Group first reported a position in DEO in Q4 2022 and held it in 10 quarters. The position peaked at $45.3K in Q1 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 205 Diageo shares in Q2 2025, an estimated $26K.
  • Armstrong Advisory Group first reported a position in Diageo in Q4 2022 and held it in 10 quarters.
  • Armstrong Advisory Group's Diageo position peaked at $45.3K in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.