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
2023 Q3	–	Sell	-10,720	Closed	-$1.84M	–	134
2023 Q2	$1.84M	Buy	+10,720	New	+$1.91M	0.67%	56

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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. 794 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.
794 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.