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Hemington Wealth Management’s Diageo DEO Stock Holding History

Hemington 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 		$8K Buy
93
+11
+13% +$1.15K ﹤0.01% 959
2025
Q2 		$8K Sell
82
-1
-1% -$108 ﹤0.01% 933
2025
Q1 		$8K Sell
83
-2
-2% -$226 ﹤0.01% 878
2024
Q4 		$10K Sell
85
-1
-1% -$127 ﹤0.01% 757
2024
Q3 		$10K Buy
+86
New +$11.2K ﹤0.01% 702

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Hemington Wealth Management increased its Diageo (DEO) stake by 13% in Q3 2025, buying an estimated $1.15K and bringing the position to 93 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Hemington Wealth Management first reported a position in DEO in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q4 2024. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Hemington Wealth Management held 93 shares of Diageo worth $8K as of Q3 2025.
  • Hemington Wealth Management bought 11 Diageo shares in Q3 2025, an estimated $1.15K.
  • Diageo made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #959 holding.
  • Hemington Wealth Management first reported a position in Diageo in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Diageo position peaked at $10K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.