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Brighton Jones LLC’s Diageo DEO Stock Holding History

Brighton Jones LLC’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
-1,588
Closed -$202K – 713
2024
Q4 		$202K Buy
+1,588
New +$202K 0.01% 642
2024
Q2 		– Sell
-1,434
Closed -$213K – 644
2024
Q1 		$213K Buy
+1,434
New +$210K 0.01% 561
2023
Q1 		– Sell
-1,167
Closed -$208K – 525
2022
Q4 		$208K Sell
1,167
-192
-14% -$33.7K 0.01% 427
2022
Q3 		$231K Buy
+1,359
New +$244K 0.01% 386
2022
Q2 		– Sell
-1,119
Closed -$227K – 493
2022
Q1 		$227K Buy
1,119
+18
+2% +$3.61K 0.01% 444
2021
Q4 		$242K Buy
+1,101
New +$226K 0.01% 433
2021
Q3 		– Sell
-1,126
Closed -$216K – 492
2021
Q2 		$216K Buy
+1,126
New +$209K 0.01% 440
2020
Q1 		– Sell
-1,444
Closed -$243K – 287
2019
Q4 		$243K Buy
1,444
+30
+2% +$4.88K 0.03% 286
2019
Q3 		$231K Buy
1,414
+200
+16% +$33.5K 0.03% 268
2019
Q2 		$209K Sell
1,214
-1,180
-49% -$198K 0.02% 285
2019
Q1 		$392K Buy
+2,394
New +$365K 0.05% 194

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

Brighton Jones LLC's DEO Position: Q1 2025 in Review

Brighton Jones LLC sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,588 shares — an estimated $202K sold.

Brighton Jones LLC first reported a position in DEO in Q1 2019 and held it in 11 quarters. The position peaked at $392K in Q1 2019. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Brighton Jones LLC reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 1,588 Diageo shares in Q1 2025, an estimated $202K.
  • Brighton Jones LLC first reported a position in Diageo in Q1 2019 and held it in 11 quarters.
  • Brighton Jones LLC's Diageo position peaked at $392K in Q1 2019.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.