CWP
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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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return