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B&D White Capital Company’s Diageo DEO Stock Holding History

B&D White Capital Company’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
2024
Q4 		– Sell
-1,600
Closed -$225K – 74
2024
Q3 		$225K Buy
+1,600
New +$208K 0.04% 69

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

B&D White Capital Company's DEO Position: Q4 2024 in Review

B&D White Capital Company sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,600 shares — an estimated $225K sold.

B&D White Capital Company first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • B&D White Capital Company reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • B&D White Capital Company sold 1,600 Diageo shares in Q4 2024, an estimated $225K.
  • B&D White Capital Company first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
  • B&D White Capital Company's Diageo position peaked at $225K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.