FAIM
DEO icon

Financial Advocates Investment Management’s Diageo DEO Stock Holding History

Financial Advocates 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
Q3 		– Sell
-2,100
Closed -$212K – 192
2025
Q2 		$212K Sell
2,100
-1,571
-43% -$170K 0.02% 577
2025
Q1 		$385K Buy
3,671
+517
+16% +$58.4K 0.03% 494
2024
Q4 		$401K Buy
3,154
+121
+4% +$15.4K 0.02% 525
2024
Q3 		$426K Buy
3,033
+1,155
+62% +$150K 0.02% 507
2024
Q2 		$237K Sell
1,878
-207
-10% -$28.5K 0.01% 633
2024
Q1 		$310K Buy
2,085
+205
+11% +$30K 0.02% 580
2023
Q4 		$274K Sell
1,880
-13
-0.7% -$1.92K 0.02% 585
2023
Q3 		$282K Sell
1,893
-117
-6% -$19.6K 0.02% 544
2023
Q2 		$349K Sell
2,010
-12
-0.6% -$2.14K 0.02% 479
2023
Q1 		$366K Sell
2,022
-344
-15% -$60.7K 0.03% 496
2022
Q4 		$422K Buy
2,366
+900
+61% +$158K 0.03% 481
2022
Q3 		$247K Sell
1,466
-555
-27% -$99.5K 0.02% 604
2022
Q2 		$351K Buy
2,021
+713
+55% +$136K 0.03% 475
2022
Q1 		$266K Buy
1,308
+15
+1% +$3K 0.02% 611
2021
Q4 		$285K Buy
1,293
+19
+1% +$3.9K 0.02% 645
2021
Q3 		$246K Sell
1,274
-8
-0.6% -$1.55K 0.02% 653
2021
Q2 		$246K Sell
1,282
-1,138
-47% -$212K 0.02% 653
2021
Q1 		$398K Buy
2,420
+16
+0.7% +$2.62K 0.03% 536
2020
Q4 		$381K Buy
2,404
+21
+0.9% +$3.13K 0.03% 505
2020
Q3 		$328K Hold
2,383
– – 0.03% 462
2020
Q2 		$320K Sell
2,383
-518
-18% -$71.1K 0.03% 451
2020
Q1 		$369K Buy
2,901
+133
+5% +$20K 0.05% 321
2019
Q4 		$467K Buy
2,768
+928
+50% +$151K 0.05% 325
2019
Q3 		$301K Buy
1,840
+39
+2% +$6.53K 0.03% 379
2019
Q2 		$310K Buy
1,801
+112
+7% +$18.8K 0.04% 364
2019
Q1 		$276K Sell
1,689
-30
-2% -$4.58K 0.03% 373
2018
Q4 		$244K Buy
1,719
+9
+0.5% +$1.27K 0.03% 375
2018
Q3 		$242K Sell
1,710
-155
-8% -$22.3K 0.03% 438
2018
Q2 		$265K Buy
1,865
+24
+1% +$3.44K 0.03% 401
2018
Q1 		$249K Sell
1,841
-477
-21% -$66.3K 0.03% 406
2017
Q4 		$339K Buy
+2,318
New +$319K 0.05% 331

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
MG
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Financial Advocates Investment Management's DEO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Diageo (DEO) in Q3 2025, closing a stake of 2,100 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in DEO in Q4 2017 and held it in 31 quarters. The position peaked at $467K in Q4 2019. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,100 Diageo shares in Q3 2025, an estimated $212K.
  • Financial Advocates Investment Management first reported a position in Diageo in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Diageo position peaked at $467K in Q4 2019.
  • 824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.