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Hutchinson Financial Advisors’s Diageo DEO Stock Holding History

Hutchinson Financial 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
Q3 		$795K Buy
8,333
+164
+2% +$17.2K 0.78% 47
2025
Q2 		$824K Buy
+8,169
New +$886K 0.92% 44

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $63.1B AUM 23.07% 1-Year Est. Return

Hutchinson Financial Advisors's DEO Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its Diageo (DEO) stake by 2% in Q3 2025, buying an estimated $17.2K and bringing the position to 8,333 shares worth $795K. The position accounts for 0.78% of the portfolio, ranked #47.

Hutchinson Financial Advisors first reported a position in DEO in Q2 2025 and has held it in 2 quarters since. The position peaked at $824K in Q2 2025. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Hutchinson Financial Advisors held 8,333 shares of Diageo worth $795K as of Q3 2025.
  • Hutchinson Financial Advisors bought 164 Diageo shares in Q3 2025, an estimated $17.2K.
  • Diageo made up 0.78% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #47 holding.
  • Hutchinson Financial Advisors first reported a position in Diageo in Q2 2025 and has held it in 2 quarters since.
  • Hutchinson Financial Advisors's Diageo position peaked at $824K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.