Global Financial Private Client’s Diageo DEO Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-13	Closed	-$1.36K	–	567
2025 Q1	$1.36K	Hold	13	–	–	﹤0.01%	969
2024 Q4	$1.65K	Hold	13	–	–	﹤0.01%	737
2024 Q3	$1.82K	Buy	+13	New	+$1.69K	﹤0.01%	726
2023 Q2	–	Sell	-110	Closed	-$20K	–	679
2023 Q1	$20K	Buy	+110	New	+$19.4K	0.01%	375

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Financial Private Client's DEO Position: Q2 2025 in Review

Global Financial Private Client sold out of Diageo (DEO) in Q2 2025, closing a stake of 13 shares — an estimated $1.36K sold.

Global Financial Private Client first reported a position in DEO in Q1 2023 and held it in 4 quarters. The position peaked at $20K in Q1 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Global Financial Private Client reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 13 Diageo shares in Q2 2025, an estimated $1.36K.
Global Financial Private Client first reported a position in Diageo in Q1 2023 and held it in 4 quarters.
Global Financial Private Client's Diageo position peaked at $20K in Q1 2023.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.