FMP
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Financial Management Professionals’s Diageo DEO Stock Holding History

Financial Management Professionals’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
-135
Closed -$17.2K – 1012
2024
Q4 		$17.2K Buy
135
+2
+2% +$254 ﹤0.01% 431
2024
Q3 		$19K Buy
133
+85
+177% +$11K ﹤0.01% 431
2024
Q2 		$6K Sell
48
-111
-70% -$15.3K ﹤0.01% 555
2024
Q1 		$24K Buy
159
+98
+161% +$14.3K ﹤0.01% 385
2023
Q4 		$9K Buy
61
+2
+3% +$295 ﹤0.01% 551
2023
Q3 		$9K Sell
59
-34
-37% -$5.69K ﹤0.01% 499
2023
Q2 		$16K Buy
93
+16
+21% +$2.86K ﹤0.01% 449
2023
Q1 		$14K Buy
77
+4
+5% +$706 ﹤0.01% 496
2022
Q4 		$13K Buy
73
+28
+62% +$4.91K ﹤0.01% 452
2022
Q3 		$8K Sell
45
-15
-25% -$2.69K ﹤0.01% 524
2022
Q2 		$10K Sell
60
-41
-41% -$7.8K ﹤0.01% 501
2022
Q1 		$21K Buy
101
+7
+7% +$1.4K ﹤0.01% 349
2021
Q4 		$21K Buy
94
+4
+4% +$820 ﹤0.01% 328
2021
Q3 		$17K Buy
90
+2
+2% +$388 ﹤0.01% 354
2021
Q2 		$17K Buy
88
+43
+96% +$8K ﹤0.01% 300
2021
Q1 		$7K Buy
45
+5
+13% +$818 ﹤0.01% 422
2020
Q4 		$6K Buy
40
+10
+33% +$1.49K ﹤0.01% 422
2020
Q3 		$4K Buy
30
+4
+15% +$552 ﹤0.01% 426
2020
Q2 		$3K Buy
+26
New +$3.57K ﹤0.01% 444

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return