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Kingsview Wealth Management’s Diageo DEO Stock Holding History

Kingsview 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
-2,236
Closed -$213K – 1252
2025
Q3 		$213K Buy
+2,236
New +$235K ﹤0.01% 1116
2025
Q1 		– Sell
-2,539
Closed -$323K – 1107
2024
Q4 		$323K Buy
2,539
+10
+0.4% +$1.27K 0.01% 873
2024
Q3 		$355K Buy
2,529
+517
+26% +$67.2K 0.01% 821
2024
Q2 		$254K Buy
2,012
+304
+18% +$41.9K 0.01% 902
2024
Q1 		$254K Buy
1,708
+228
+15% +$33.4K 0.01% 882
2023
Q4 		$216K Sell
1,480
-230
-13% -$34K 0.01% 880
2023
Q3 		$255K Sell
1,710
-94
-5% -$15.7K 0.01% 808
2023
Q2 		$313K Sell
1,804
-34
-2% -$6.07K 0.01% 729
2023
Q1 		$333K Buy
1,838
+18
+1% +$3.18K 0.01% 677
2022
Q4 		$324K Buy
1,820
+12
+0.7% +$2.1K 0.01% 642
2022
Q3 		$307K Sell
1,808
-75
-4% -$13.4K 0.01% 629
2022
Q2 		$328K Sell
1,883
-35
-2% -$6.66K 0.02% 638
2022
Q1 		$390K Sell
1,918
-45
-2% -$9.02K 0.02% 628
2021
Q4 		$432K Sell
1,963
-156
-7% -$32K 0.02% 623
2021
Q3 		$409K Sell
2,119
-82
-4% -$15.9K 0.02% 606
2021
Q2 		$422K Sell
2,201
-245
-10% -$45.6K 0.02% 605
2021
Q1 		$410K Buy
2,446
+294
+14% +$48.1K 0.02% 558
2020
Q4 		$342K Buy
2,152
+472
+28% +$70.4K 0.02% 527
2020
Q3 		$231K Sell
1,680
-13
-0.8% -$1.79K 0.02% 537
2020
Q2 		$228K Buy
+1,693
New +$232K 0.02% 495
2020
Q1 		– Sell
-1,516
Closed -$255K – 519
2019
Q4 		$255K Buy
1,516
+172
+13% +$28K 0.03% 397
2019
Q3 		$220K Sell
1,344
-181
-12% -$30.3K 0.03% 392
2019
Q2 		$263K Buy
1,525
+259
+20% +$43.5K 0.04% 349
2019
Q1 		$207K Buy
+1,266
New +$193K 0.03% 424

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,236 shares — an estimated $213K sold.

Kingsview Wealth Management first reported a position in DEO in Q1 2019 and held it in 24 quarters. The position peaked at $432K in Q4 2021. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,236 Diageo shares in Q4 2025, an estimated $213K.
  • Kingsview Wealth Management first reported a position in Diageo in Q1 2019 and held it in 24 quarters.
  • Kingsview Wealth Management's Diageo position peaked at $432K in Q4 2021.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.