Atala Financial’s Diageo DEO Stock Holding History

Atala Financial’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	-25	Closed	-$2.62K	–	198
2025 Q1	$2.62K	Hold	25	–	–	﹤0.01%	434
2024 Q4	$3.18K	Buy	+25	New	+$3.18K	﹤0.01%	432

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atala Financial's DEO Position: Q2 2025 in Review

Atala Financial sold out of Diageo (DEO) in Q2 2025, closing a stake of 25 shares — an estimated $2.62K sold.

Atala Financial first reported a position in DEO in Q4 2024 and held it in 2 quarters. The position peaked at $3.18K in Q4 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Atala Financial reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 25 Diageo shares in Q2 2025, an estimated $2.62K.
Atala Financial first reported a position in Diageo in Q4 2024 and held it in 2 quarters.
Atala Financial's Diageo position peaked at $3.18K in Q4 2024.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.