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Kiely Wealth Advisory Group’s Diageo DEO Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$8.89K Hold
82
– – 0.01% 204
2024
Q3 		$9.79K Hold
82
– – 0.01% 201
2024
Q2 		$10.1K Hold
82
– – 0.01% 188
2024
Q1 		$11.4K Hold
82
– – 0.01% 162
2023
Q4 		$11.9K Buy
+82
New +$12.1K 0.01% 156

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Kiely Wealth Advisory Group's DEO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Diageo (DEO) position steady in Q4 2024 at 82 shares worth $8.89K. The position accounts for 0.01% of the portfolio, ranked #204.

Kiely Wealth Advisory Group first reported a position in DEO in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.9K in Q4 2023. 968 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Kiely Wealth Advisory Group held 82 shares of Diageo worth $8.89K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Diageo share count unchanged in Q4 2024.
  • Diageo made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #204 holding.
  • Kiely Wealth Advisory Group first reported a position in Diageo in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Diageo position peaked at $11.9K in Q4 2023.
  • 968 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.