FMI
DEO icon

Fiduciary Management Inc’s Diageo DEO Stock Holding History

Fiduciary Management Inc’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
-8,285
Closed -$1.05M – 67
2024
Q4 		$1.05M Sell
8,285
-165
-2% -$21K 0.01% 67
2024
Q3 		$1.19M Buy
8,450
+1,506
+22% +$196K 0.01% 64
2024
Q2 		$876K Buy
6,944
+66
+1% +$9.09K 0.01% 67
2024
Q1 		$1.02M Buy
6,878
+240
+4% +$35.1K 0.01% 67
2023
Q4 		$967K Buy
+6,638
New +$980K 0.01% 66

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiduciary Management Inc's DEO Position: Q1 2025 in Review

Fiduciary Management Inc sold out of Diageo (DEO) in Q1 2025, closing a stake of 8,285 shares — an estimated $1.05M sold.

Fiduciary Management Inc first reported a position in DEO in Q4 2023 and held it in 5 quarters. The position peaked at $1.19M in Q3 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Fiduciary Management Inc reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Management Inc sold 8,285 Diageo shares in Q1 2025, an estimated $1.05M.
  • Fiduciary Management Inc first reported a position in Diageo in Q4 2023 and held it in 5 quarters.
  • Fiduciary Management Inc's Diageo position peaked at $1.19M in Q3 2024.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Fiduciary Management Inc's 13F filing for Q1 2025, filed 14 May 2025.