Cyndeo Wealth Partners’s Diageo DEO Stock Holding History

Cyndeo Wealth 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 Q2	–	Sell	-1,923	Closed	-$202K	–	470
2025 Q1	$202K	Sell	1,923 -396	-17%	-$44.8K	0.01%	436
2024 Q4	$295K	Sell	2,319 -104	-4%	-$13.2K	0.02%	365
2024 Q3	$340K	Buy	2,423 +2	+0.1%	+$260	0.02%	350
2024 Q2	$305K	Sell	2,421 -14,437	-86%	-$1.99M	0.02%	333
2024 Q1	$2.51M	Sell	16,858 -81	-0.5%	-$11.9K	0.21%	137
2023 Q4	$2.47M	Buy	16,939 +2,076	+14%	+$307K	0.23%	119
2023 Q3	$2.22M	Sell	14,863 -5,510	-27%	-$923K	0.23%	115
2023 Q2	$3.53M	Buy	20,373 +2,738	+16%	+$489K	0.37%	92
2023 Q1	$3.2M	Sell	17,635 -745	-4%	-$131K	0.34%	94
2022 Q4	$3.28M	Buy	+18,380	New	+$3.22M	0.38%	87

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cyndeo Wealth Partners's DEO Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Diageo (DEO) in Q2 2025, closing a stake of 1,923 shares — an estimated $202K sold.

Cyndeo Wealth Partners first reported a position in DEO in Q4 2022 and held it in 10 quarters. The position peaked at $3.53M in Q2 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Cyndeo Wealth Partners reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 1,923 Diageo shares in Q2 2025, an estimated $202K.
Cyndeo Wealth Partners first reported a position in Diageo in Q4 2022 and held it in 10 quarters.
Cyndeo Wealth Partners's Diageo position peaked at $3.53M in Q2 2023.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.