F.L. Putnam Investment Management
DEO icon

F.L. Putnam Investment Management’s Diageo DEO Stock Holding History

F.L. Putnam Investment Management’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
-2,069
Closed -$217K – 591
2025
Q1 		$217K Sell
2,069
-176
-8% -$19.9K ﹤0.01% 536
2024
Q4 		$285K Sell
2,245
-252
-10% -$32.1K 0.01% 498
2024
Q3 		$350K Sell
2,497
-48
-2% -$6.24K 0.01% 481
2024
Q2 		$321K Sell
2,545
-69
-3% -$9.51K 0.01% 481
2024
Q1 		$389K Sell
2,614
-198
-7% -$29K 0.01% 373
2023
Q4 		$410K Buy
2,812
+88
+3% +$13K 0.01% 373
2023
Q3 		$406K Sell
2,724
-173
-6% -$29K 0.01% 368
2023
Q2 		$503K Buy
2,897
+509
+21% +$90.9K 0.01% 350
2023
Q1 		$433K Sell
2,388
-375
-14% -$66.2K 0.01% 322
2022
Q4 		$492K Buy
2,763
+144
+5% +$25.3K 0.02% 293
2022
Q3 		$445K Sell
2,619
-248
-9% -$44.4K 0.02% 290
2022
Q2 		$499K Sell
2,867
-96
-3% -$18.3K 0.02% 282
2022
Q1 		$602K Sell
2,963
-840
-22% -$168K 0.02% 271
2021
Q4 		$837K Sell
3,803
-21
-0.5% -$4.31K 0.03% 239
2021
Q3 		$738K Sell
3,824
-55
-1% -$10.7K 0.03% 241
2021
Q2 		$743K Sell
3,879
-105
-3% -$19.5K 0.03% 246
2021
Q1 		$654K Sell
3,984
-423
-10% -$69.2K 0.03% 227
2020
Q4 		$700K Sell
4,407
-720
-14% -$107K 0.03% 203
2020
Q3 		$706K Sell
5,127
-215
-4% -$29.6K 0.04% 177
2020
Q2 		$718K Sell
5,342
-380
-7% -$52.1K 0.04% 171
2020
Q1 		$727K Sell
5,722
-286
-5% -$42.9K 0.06% 159
2019
Q4 		$1.01M Sell
6,008
-735
-11% -$119K 0.06% 168
2019
Q3 		$1.1M Buy
6,743
+4,533
+205% +$759K 0.08% 146
2019
Q2 		$381K Buy
2,210
+199
+10% +$33.5K 0.03% 174
2019
Q1 		$329K Buy
2,011
+402
+25% +$61.3K 0.03% 183
2018
Q4 		$228K Buy
+1,609
New +$226K 0.02% 201
2018
Q1 		– Sell
-1,702
Closed -$249K – 241
2017
Q4 		$249K Sell
1,702
-403
-19% -$55.5K 0.02% 207
2017
Q3 		$278K Buy
+2,105
New +$272K 0.03% 199

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

F.L. Putnam Investment Management's DEO Position: Q2 2025 in Review

F.L. Putnam Investment Management sold out of Diageo (DEO) in Q2 2025, closing a stake of 2,069 shares — an estimated $217K sold.

F.L. Putnam Investment Management first reported a position in DEO in Q3 2017 and held it in 28 quarters. The position peaked at $1.1M in Q3 2019. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • F.L. Putnam Investment Management reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 2,069 Diageo shares in Q2 2025, an estimated $217K.
  • F.L. Putnam Investment Management first reported a position in Diageo in Q3 2017 and held it in 28 quarters.
  • F.L. Putnam Investment Management's Diageo position peaked at $1.1M in Q3 2019.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.