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Atlas Wealth Partners’s Diageo DEO Stock Holding History

Atlas Wealth Partners’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
Q1 		– Sell
-1,825
Closed -$232K – 54
2024
Q4 		$232K Hold
1,825
– – 0.29% 43
2024
Q3 		$261K Hold
1,825
– – 0.4% 40
2024
Q2 		$230K Hold
1,825
– – 0.97% 20
2024
Q1 		$254K Sell
1,825
-15
-0.8% -$2.19K 1.38% 16
2023
Q4 		$266K Hold
1,840
– – 1.47% 15
2023
Q3 		$272K Sell
1,840
-50
-3% -$8.37K 1.56% 12
2023
Q2 		$336K Hold
1,890
– – 0.97% 23
2023
Q1 		$357K Sell
1,890
-40
-2% -$7.06K 2.48% 7
2022
Q4 		$334K Buy
+1,930
New +$339K 2.07% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlas Wealth Partners's DEO Position: Q1 2025 in Review

Atlas Wealth Partners sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,825 shares — an estimated $232K sold.

Atlas Wealth Partners first reported a position in DEO in Q4 2022 and held it in 9 quarters. The position peaked at $357K in Q1 2023. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Atlas Wealth Partners reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Atlas Wealth Partners sold 1,825 Diageo shares in Q1 2025, an estimated $232K.
  • Atlas Wealth Partners first reported a position in Diageo in Q4 2022 and held it in 9 quarters.
  • Atlas Wealth Partners's Diageo position peaked at $357K in Q1 2023.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Atlas Wealth Partners's 13F filing for Q1 2025, filed 5 May 2025.