Drucker Wealth 3.0’s Diageo DEO Stock Holding History

Drucker Wealth 3.0’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 Q3	–	Sell	-2,039	Closed	-$214K	–	257
2025 Q2	$214K	Sell	2,039 -2,599	-56%	-$282K	0.04%	216
2025 Q1	$486K	Sell	4,638 -2,670	-37%	-$302K	0.11%	116
2024 Q4	$929K	Sell	7,308 -1,853	-20%	-$236K	0.21%	85
2024 Q3	$1.29M	Buy	9,161 +2,097	+30%	+$272K	0.31%	70
2024 Q2	$891K	Buy	+7,064	New	+$973K	0.24%	83

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Drucker Wealth 3.0's DEO Position: Q3 2025 in Review

Drucker Wealth 3.0 sold out of Diageo (DEO) in Q3 2025, closing a stake of 2,039 shares — an estimated $214K sold.

Drucker Wealth 3.0 first reported a position in DEO in Q2 2024 and held it in 5 quarters. The position peaked at $1.29M in Q3 2024. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

Drucker Wealth 3.0 reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 2,039 Diageo shares in Q3 2025, an estimated $214K.
Drucker Wealth 3.0 first reported a position in Diageo in Q2 2024 and held it in 5 quarters.
Drucker Wealth 3.0's Diageo position peaked at $1.29M in Q3 2024.
824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Drucker Wealth 3.0's 13F filing for Q3 2025, filed 7 Nov 2025.