Good Life Advisors’s Diageo DEO Stock Holding History

Good Life 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 Q1	–	Sell	-1,675	Closed	-$213K	–	500
2024 Q4	$213K	Sell	1,675 -627	-27%	-$79.8K	0.02%	447
2024 Q3	$323K	Buy	+2,302	New	+$299K	0.02%	451

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Good Life Advisors's DEO Position: Q1 2025 in Review

Good Life Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,675 shares — an estimated $213K sold.

Good Life Advisors first reported a position in DEO in Q3 2024 and held it in 2 quarters. The position peaked at $323K in Q3 2024. 889 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

Good Life Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
Good Life Advisors sold 1,675 Diageo shares in Q1 2025, an estimated $213K.
Good Life Advisors first reported a position in Diageo in Q3 2024 and held it in 2 quarters.
Good Life Advisors's Diageo position peaked at $323K in Q3 2024.
889 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Good Life Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.