Essential Planning’s Diageo DEO Stock Holding History

Essential Planning’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	–	Sell	-5,850	Closed	-$745K	–	129
2024 Q4	$745K	Buy	+5,850	New	+$744K	﹤0.01%	244

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Essential Planning's DEO Position: Q1 2025 in Review

Essential Planning sold out of Diageo (DEO) in Q1 2025, closing a stake of 5,850 shares — an estimated $745K sold.

Essential Planning first reported a position in DEO in Q4 2024 and held it in 1 quarter. The position peaked at $745K in Q4 2024. 888 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

Essential Planning reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 5,850 Diageo shares in Q1 2025, an estimated $745K.
Essential Planning first reported a position in Diageo in Q4 2024 and held it in 1 quarter.
Essential Planning's Diageo position peaked at $745K in Q4 2024.
888 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.