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 $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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return