AAS
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Avantax Advisory Services’s Diageo DEO Stock Holding History

Avantax Advisory Services’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 		$1.55M Buy
15,332
+432
+3% +$46.9K 0.01% 929
2025
Q1 		$1.56M Buy
14,900
+2,016
+16% +$228K 0.01% 874
2024
Q4 		$1.64M Sell
12,884
-2,565
-17% -$326K 0.01% 819
2024
Q3 		$2.17M Sell
15,449
-1,294
-8% -$168K 0.01% 663
2024
Q2 		$2.11M Buy
16,743
+8,749
+109% +$1.21M 0.02% 643
2024
Q1 		$1.19M Buy
7,994
+355
+5% +$52K 0.01% 693
2023
Q4 		$1.11M Sell
7,639
-32
-0.4% -$4.72K 0.01% 672
2023
Q3 		$1.14M Buy
7,671
+96
+1% +$16.1K 0.01% 632
2023
Q2 		$1.31M Buy
7,575
+98
+1% +$17.5K 0.02% 585
2023
Q1 		$1.35M Buy
7,477
+713
+11% +$126K 0.02% 565
2022
Q4 		$1.21M Sell
6,764
-197
-3% -$34.6K 0.02% 572
2022
Q3 		$1.18M Buy
6,961
+1,132
+19% +$203K 0.02% 511
2022
Q2 		$1.01M Buy
5,829
+529
+10% +$101K 0.02% 545
2022
Q1 		$1.07M Buy
5,300
+417
+9% +$83.6K 0.01% 523
2021
Q4 		$1.07M Buy
4,883
+303
+7% +$62.1K 0.02% 520
2021
Q3 		$887K Sell
4,580
-108
-2% -$20.9K 0.01% 527
2021
Q2 		$901K Buy
4,688
+253
+6% +$47.1K 0.02% 501
2021
Q1 		$732K Buy
4,435
+1,604
+57% +$262K 0.02% 502
2020
Q4 		$449K Sell
2,831
-6,496
-70% -$969K 0.01% 587
2020
Q3 		$1.29M Buy
9,327
+5,778
+163% +$797K 0.02% 466
2020
Q2 		$478K Buy
3,549
+632
+22% +$86.7K 0.01% 494
2020
Q1 		$371K Buy
2,917
+7
+0.2% +$1.05K 0.01% 514
2019
Q4 		$491K Buy
2,910
+1,443
+98% +$235K 0.01% 485
2019
Q3 		$242K Sell
1,467
-75
-5% -$12.6K 0.01% 487
2019
Q2 		$266K Buy
1,542
+3
+0.2% +$504 0.01% 421
2019
Q1 		$252K Buy
+1,539
New +$235K 0.01% 403

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's DEO Position: Q2 2025 in Review

Avantax Advisory Services increased its Diageo (DEO) stake by 2.9% in Q2 2025, buying an estimated $46.9K and bringing the position to 15,332 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #929.

Avantax Advisory Services first reported a position in DEO in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.17M in Q3 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Avantax Advisory Services held 15,332 shares of Diageo worth $1.55M as of Q2 2025.
  • Avantax Advisory Services bought 432 Diageo shares in Q2 2025, an estimated $46.9K.
  • Diageo made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #929 holding.
  • Avantax Advisory Services first reported a position in Diageo in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's Diageo position peaked at $2.17M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.