Credit Agricole

Credit Agricole’s Diageo DEO Stock Holding History

Credit Agricole’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	$105K	Hold	1,000	–	–	﹤0.01%	1131
2024 Q4	$127K	Hold	1,000	–	–	﹤0.01%	1146
2024 Q3	$140K	Hold	1,000	–	–	﹤0.01%	1102
2024 Q2	$126K	Hold	1,000	–	–	﹤0.01%	957
2024 Q1	$141K	Hold	1,000	–	–	﹤0.01%	748
2023 Q4	$146K	Hold	1,000	–	–	﹤0.01%	727
2023 Q3	$149K	Hold	1,000	–	–	﹤0.01%	645
2023 Q2	$173K	Hold	1,000	–	–	0.01%	433
2023 Q1	$181K	Hold	1,000	–	–	0.01%	403
2022 Q4	$178K	Hold	1,000	–	–	0.01%	427
2022 Q3	$170K	Hold	1,000	–	–	0.01%	417
2022 Q2	$174K	Hold	1,000	–	–	0.01%	424
2022 Q1	$203K	Hold	1,000	–	–	0.01%	418
2021 Q4	$220K	Hold	1,000	–	–	0.01%	405
2021 Q3	$193K	Hold	1,000	–	–	0.01%	388
2021 Q2	$192K	Hold	1,000	–	–	0.01%	361
2021 Q1	$164K	Buy	+1,000	New	+$164K	0.01%	351
2017 Q2	–	Sell	-353,446	Closed	-$30.2M	–	1460
2017 Q1	$30.2M	Buy	+353,446	New	+$39.7M	0.09%	269

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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