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B. Riley Wealth Advisors’s Diageo DEO Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-2,638
Closed -$252K – 1060
2025
Q3 		$252K Sell
2,638
-326
-11% -$34.2K 0.01% 789
2025
Q2 		$299K Buy
+2,964
New +$322K 0.01% 717
2024
Q4 		$780K Sell
6,136
-353
-5% -$44.9K 0.03% 536
2024
Q3 		$920K Sell
6,489
-661
-9% -$85.9K 0.03% 522
2024
Q2 		$902K Sell
7,150
-816
-10% -$112K 0.02% 574
2024
Q1 		$1.21M Buy
7,966
+1,050
+15% +$154K 0.03% 469
2023
Q4 		$1.01M Sell
6,916
-1,050
-13% -$155K 0.03% 525
2023
Q3 		$1.21M Sell
7,966
-1,621
-17% -$271K 0.03% 469
2023
Q2 		$1.66M Sell
9,587
-424
-4% -$75.7K 0.04% 418
2023
Q1 		$1.83M Sell
10,011
-1,685
-14% -$297K 0.05% 371
2022
Q4 		$2.08M Buy
11,696
+752
+7% +$132K 0.06% 326
2022
Q3 		$1.86M Buy
10,944
+1,655
+18% +$297K 0.06% 327
2022
Q2 		$1.62M Buy
9,289
+133
+1% +$25.3K 0.07% 292
2022
Q1 		$1.86M Buy
9,156
+412
+5% +$82.5K 0.06% 314
2021
Q4 		$1.93M Buy
8,744
+271
+3% +$55.6K 0.06% 365
2021
Q3 		$1.64M Buy
8,473
+185
+2% +$35.8K 0.05% 391
2021
Q2 		$1.59M Buy
8,288
+2,337
+39% +$435K 0.05% 392
2021
Q1 		$978K Buy
5,951
+4,178
+236% +$683K 0.03% 486
2020
Q4 		$282K Sell
1,773
-95
-5% -$14.2K 0.02% 792
2020
Q3 		$257K Buy
1,868
+296
+19% +$40.8K 0.01% 760
2020
Q2 		$211K Buy
+1,572
New +$216K 0.01% 759
2020
Q1 		– Sell
-1,412
Closed -$238K – 822
2019
Q4 		$238K Sell
1,412
-149
-10% -$24.2K 0.02% 697
2019
Q3 		$256K Buy
1,561
+307
+24% +$51.4K 0.03% 641
2019
Q2 		$217K Sell
1,254
-79
-6% -$13.3K 0.02% 687
2019
Q1 		$219K Buy
+1,333
New +$203K 0.03% 618
2015
Q1 		– Sell
-979
Closed -$112 – 884
2014
Q4 		$112 Buy
+979
New +$114K ﹤0.01% 1655
2014
Q3 		– Sell
-338
Closed -$43K – 915
2014
Q2 		$43K Buy
+338
New +$42.6K 0.01% 1100

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's DEO Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,638 shares — an estimated $252K sold.

B. Riley Wealth Advisors first reported a position in DEO in Q2 2014 and held it in 27 quarters. The position peaked at $2.08M in Q4 2022. 794 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,638 Diageo shares in Q4 2025, an estimated $252K.
  • B. Riley Wealth Advisors first reported a position in Diageo in Q2 2014 and held it in 27 quarters.
  • B. Riley Wealth Advisors's Diageo position peaked at $2.08M in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.