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Greenup Street Wealth Management’s Diageo DEO Stock Holding History

Greenup Street 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
Q4 		– Sell
-7,997
Closed -$763K – 132
2025
Q3 		$763K Buy
+7,997
New +$839K 0.12% 84

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $530B AUM 22.01% 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 22.96% 1-Year Est. Return

Greenup Street Wealth Management's DEO Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 7,997 shares — an estimated $763K sold.

Greenup Street Wealth Management first reported a position in DEO in Q3 2025 and held it in 1 quarter. The position peaked at $763K in Q3 2025. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 7,997 Diageo shares in Q4 2025, an estimated $763K.
  • Greenup Street Wealth Management first reported a position in Diageo in Q3 2025 and held it in 1 quarter.
  • Greenup Street Wealth Management's Diageo position peaked at $763K in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.