CP
DEO icon

Castleview Partners’s Diageo DEO Stock Holding History

Castleview Partners’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
-249
Closed -$31.4K – 266
2024
Q4 		$31.4K Buy
+249
New +$31.7K 0.02% 412
2024
Q3 		– Sell
-35
Closed -$4.41K – 626
2024
Q2 		$4.41K Hold
35
– – ﹤0.01% 639
2024
Q1 		$5.21K Hold
35
– – ﹤0.01% 629
2023
Q4 		$5.1K Hold
35
– – ﹤0.01% 580
2023
Q3 		$5.22K Hold
35
– – ﹤0.01% 483
2023
Q2 		$6.07K Hold
35
– – 0.01% 488
2023
Q1 		$6.34K Hold
35
– – 0.01% 473
2022
Q4 		$6.24K Hold
35
– – 0.01% 425
2022
Q3 		$6K Sell
35
-99
-74% -$17.7K 0.01% 432
2022
Q2 		$1.1K Buy
134
+99
+283% +$18.8K ﹤0.01% 681
2022
Q1 		$7K Sell
35
-10,091
-100% -$2.02M ﹤0.01% 531
2021
Q4 		$46 Buy
+10,126
New +$2.08M ﹤0.01% 894
2021
Q2 		$17K Buy
+88
New +$16.4K 0.01% 581

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