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Buttonwood Financial Advisors’s Diageo DEO Stock Holding History

Buttonwood Financial 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
-4,974
Closed -$475K – 105
2025
Q3 		$475K Sell
4,974
-268
-5% -$28.1K 0.16% 77
2025
Q2 		$529K Sell
5,242
-4,963
-49% -$538K 0.21% 69
2025
Q1 		$1.07M Buy
10,205
+2,745
+37% +$310K 0.47% 42
2024
Q4 		$948K Buy
7,460
+185
+3% +$23.5K 0.42% 46
2024
Q3 		$1.02M Buy
7,275
+1,221
+20% +$159K 0.45% 48
2024
Q2 		$763K Buy
6,054
+1,466
+32% +$202K 0.36% 51
2024
Q1 		$682K Buy
+4,588
New +$671K 0.32% 58

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buttonwood Financial Advisors's DEO Position: Q4 2025 in Review

Buttonwood Financial Advisors sold out of Diageo (DEO) in Q4 2025, closing a stake of 4,974 shares — an estimated $475K sold.

Buttonwood Financial Advisors first reported a position in DEO in Q1 2024 and held it in 7 quarters. The position peaked at $1.07M in Q1 2025. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Buttonwood Financial Advisors reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 4,974 Diageo shares in Q4 2025, an estimated $475K.
  • Buttonwood Financial Advisors first reported a position in Diageo in Q1 2024 and held it in 7 quarters.
  • Buttonwood Financial Advisors's Diageo position peaked at $1.07M in Q1 2025.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Buttonwood Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.