FSA Wealth Management’s Diageo DEO Stock Holding History

FSA Wealth 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	$859	Hold	9	–	–	﹤0.01%	537
2025 Q2	$908	Sell	9 -85	-90%	-$9.22K	﹤0.01%	509
2025 Q1	$9.85K	Sell	94 -36	-28%	-$4.07K	﹤0.01%	272
2024 Q4	$16.5K	Buy	130 +100	+333%	+$12.7K	0.01%	252
2024 Q3	$4.21K	Buy	+30	New	+$3.9K	﹤0.01%	418
2024 Q1	$4.46K	Hold	30	–	–	﹤0.01%	464
2023 Q4	$4K	Buy	+30	New	+$4.43K	﹤0.01%	455
2021 Q1	–	Sell	-185	Closed	-$29K	–	98
2020 Q4	$29K	Buy	+185	New	+$27.6K	0.01%	171
2020 Q3	–	Sell	-281	Closed	-$38K	–	132
2020 Q2	$38K	Hold	281	–	–	0.03%	140
2020 Q1	$36K	Hold	281	–	–	0.03%	125
2019 Q4	$47K	Buy	+281	New	+$45.7K	0.03%	135

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

FSA Wealth Management's DEO Position: Q3 2025 in Review

FSA Wealth Management held its Diageo (DEO) position steady in Q3 2025 at 9 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #537.

FSA Wealth Management first reported a position in DEO in Q4 2019 and has held it in 11 quarters since. The position peaked at $47K in Q4 2019. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

FSA Wealth Management held 9 shares of Diageo worth $859 as of Q3 2025.
FSA Wealth Management left its Diageo share count unchanged in Q3 2025.
Diageo made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #537 holding.
FSA Wealth Management first reported a position in Diageo in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Diageo position peaked at $47K in Q4 2019.
823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.