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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 $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 22.9% 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

Financial Management Professionals's DEO Position: Q1 2025 in Review

Financial Management Professionals sold out of Diageo (DEO) in Q1 2025, closing a stake of 135 shares — an estimated $17.2K sold.

Financial Management Professionals first reported a position in DEO in Q2 2020 and held it in 19 quarters. The position peaked at $24K in Q1 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Financial Management Professionals reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 135 Diageo shares in Q1 2025, an estimated $17.2K.
  • Financial Management Professionals first reported a position in Diageo in Q2 2020 and held it in 19 quarters.
  • Financial Management Professionals's Diageo position peaked at $24K in Q1 2024.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.