Iams Wealth Management’s Diageo DEO Stock Holding History

Iams 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	-6,874	Closed	-$656K	–	190
2025 Q3	$656K	Buy	6,874 +1,491	+28%	+$156K	0.26%	103
2025 Q2	$543K	Sell	5,383 -866	-14%	-$94K	0.25%	106
2025 Q1	$655K	Buy	6,249 +1,303	+26%	+$147K	0.3%	92
2024 Q4	$629K	Buy	4,946 +761	+18%	+$96.8K	0.29%	90
2024 Q3	$587K	Buy	4,185 +268	+7%	+$34.8K	0.29%	93
2024 Q2	$494K	Sell	3,917 -3,445	-47%	-$475K	0.27%	96
2024 Q1	$1.13M	Buy	7,362 +1,504	+26%	+$220K	0.69%	49
2023 Q4	$853K	Sell	5,858 -111	-2%	-$16.4K	0.55%	60
2023 Q3	$890K	Buy	+5,969	New	+$999K	0.62%	56
2023 Q2	–	Sell	-4,831	Closed	-$862K	–	147
2023 Q1	$875K	Buy	4,831 +1,627	+51%	+$287K	0.73%	51
2022 Q4	$571K	Buy	+3,204	New	+$562K	0.58%	56

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Iams Wealth Management's DEO Position: Q4 2025 in Review

Iams Wealth Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 6,874 shares — an estimated $656K sold.

Iams Wealth Management first reported a position in DEO in Q4 2022 and held it in 11 quarters. The position peaked at $1.13M in Q1 2024. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

Iams Wealth Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 6,874 Diageo shares in Q4 2025, an estimated $656K.
Iams Wealth Management first reported a position in Diageo in Q4 2022 and held it in 11 quarters.
Iams Wealth Management's Diageo position peaked at $1.13M in Q1 2024.
795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.