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Congress Wealth Management’s Diageo DEO Stock Holding History

Congress Wealth 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
Q2 		$456K Buy
4,524
+175
+4% +$19K ﹤0.01% 955
2025
Q1 		$457K Buy
+4,349
New +$492K 0.01% 841

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's DEO Position: Q2 2025 in Review

Congress Wealth Management increased its Diageo (DEO) stake by 4% in Q2 2025, buying an estimated $19K and bringing the position to 4,524 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Congress Wealth Management first reported a position in DEO in Q1 2025 and has held it in 2 quarters since. The position peaked at $457K in Q1 2025. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Congress Wealth Management held 4,524 shares of Diageo worth $456K as of Q2 2025.
  • Congress Wealth Management bought 175 Diageo shares in Q2 2025, an estimated $19K.
  • Diageo made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #955 holding.
  • Congress Wealth Management first reported a position in Diageo in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Diageo position peaked at $457K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.