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Foundations Investment Advisors’s Diageo DEO Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-2,593
Closed -$247K – 1127
2025
Q3 		$247K Sell
2,593
-1,354
-34% -$142K ﹤0.01% 923
2025
Q2 		$398K Sell
3,947
-1,357
-26% -$147K 0.01% 647
2025
Q1 		$556K Sell
5,304
-1,870
-26% -$211K 0.01% 551
2024
Q4 		$912K Sell
7,174
-291
-4% -$37K 0.02% 422
2024
Q3 		$1.05M Buy
7,465
+405
+6% +$52.6K 0.02% 355
2024
Q2 		$890K Buy
7,060
+1,458
+26% +$201K 0.02% 357
2024
Q1 		$833K Buy
+5,602
New +$820K 0.02% 357

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MG
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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors's DEO Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,593 shares — an estimated $247K sold.

Foundations Investment Advisors first reported a position in DEO in Q1 2024 and held it in 7 quarters. The position peaked at $1.05M in Q3 2024. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,593 Diageo shares in Q4 2025, an estimated $247K.
  • Foundations Investment Advisors first reported a position in Diageo in Q1 2024 and held it in 7 quarters.
  • Foundations Investment Advisors's Diageo position peaked at $1.05M in Q3 2024.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.