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KMG Fiduciary Partners’s Diageo DEO Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-9,620
Closed -$1.35M – 272
2024
Q3 		$1.35M Buy
9,620
+189
+2% +$24.6K 0.12% 153
2024
Q2 		$1.19M Buy
9,431
+1,119
+13% +$154K 0.12% 137
2024
Q1 		$1.24M Buy
8,312
+540
+7% +$79K 0.13% 134
2023
Q4 		$1.13M Buy
7,772
+981
+14% +$145K 0.13% 134
2023
Q3 		$1.01M Sell
6,791
-545
-7% -$91.3K 0.13% 136
2023
Q2 		$1.27M Buy
7,336
+500
+7% +$89.3K 0.16% 130
2023
Q1 		$1.24M Buy
+6,836
New +$1.21M 0.18% 129

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KMG Fiduciary Partners's DEO Position: Q4 2024 in Review

KMG Fiduciary Partners sold out of Diageo (DEO) in Q4 2024, closing a stake of 9,620 shares — an estimated $1.35M sold.

KMG Fiduciary Partners first reported a position in DEO in Q1 2023 and held it in 7 quarters. The position peaked at $1.35M in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • KMG Fiduciary Partners reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 9,620 Diageo shares in Q4 2024, an estimated $1.35M.
  • KMG Fiduciary Partners first reported a position in Diageo in Q1 2023 and held it in 7 quarters.
  • KMG Fiduciary Partners's Diageo position peaked at $1.35M in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on KMG Fiduciary Partners's 13F filing for Q4 2024, filed 15 Jan 2025.