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Cardinal Point Capital Management’s Diageo DEO Stock Holding History

Cardinal Point Capital Management’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
-4,540
Closed -$433K – 266
2025
Q3 		$433K Buy
+4,540
New +$476K 0.03% 169

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 22.9% 1-Year Est. Return

Cardinal Point Capital Management's DEO Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 4,540 shares — an estimated $433K sold.

Cardinal Point Capital Management first reported a position in DEO in Q3 2025 and held it in 1 quarter. The position peaked at $433K in Q3 2025. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 4,540 Diageo shares in Q4 2025, an estimated $433K.
  • Cardinal Point Capital Management first reported a position in Diageo in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Diageo position peaked at $433K in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.