Koshinski Asset Management
DEO icon

Koshinski Asset Management’s Diageo DEO Stock Holding History

Koshinski Asset 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
Q1 		– Sell
-1,916
Closed -$244K – 638
2024
Q4 		$244K Sell
1,916
-196
-9% -$24.9K 0.02% 543
2024
Q3 		$296K Buy
2,112
+42
+2% +$5.46K 0.03% 495
2024
Q2 		$262K Buy
2,070
+674
+48% +$92.9K 0.02% 493
2024
Q1 		$208K Buy
+1,396
New +$204K 0.02% 533
2023
Q4 		– Sell
-1,523
Closed -$227K – 528
2023
Q3 		$227K Buy
1,523
+220
+17% +$36.8K 0.03% 492
2023
Q2 		$226K Buy
1,303
+48
+4% +$8.57K 0.02% 525
2023
Q1 		$227K Buy
1,255
+38
+3% +$6.71K 0.02% 500
2022
Q4 		$217K Buy
+1,217
New +$213K 0.02% 551
2022
Q2 		– Sell
-421
Closed -$85.5K – 885
2022
Q1 		$85.5K Sell
421
-16
-4% -$3.21K 0.01% 892
2021
Q4 		$96.2K Buy
437
+80
+22% +$16.4K 0.01% 875
2021
Q3 		$68.9K Buy
+357
New +$69.2K 0.01% 990
2020
Q1 		– Sell
-1,394
Closed -$235K – 461
2019
Q4 		$235K Buy
+1,394
New +$227K 0.04% 451
2019
Q3 		– Sell
-1,512
Closed -$260K – 173
2019
Q2 		$260K Sell
1,512
-94
-6% -$15.8K 0.11% 224
2019
Q1 		$263K Sell
1,606
-120
-7% -$18.3K 0.07% 316
2018
Q4 		$245K Buy
1,726
+59
+4% +$8.3K 0.06% 333
2018
Q3 		$236K Buy
+1,667
New +$239K 0.03% 473

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management's DEO Position: Q1 2025 in Review

Koshinski Asset Management sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,916 shares — an estimated $244K sold.

Koshinski Asset Management first reported a position in DEO in Q3 2018 and held it in 16 quarters. The position peaked at $296K in Q3 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Koshinski Asset Management reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 1,916 Diageo shares in Q1 2025, an estimated $244K.
  • Koshinski Asset Management first reported a position in Diageo in Q3 2018 and held it in 16 quarters.
  • Koshinski Asset Management's Diageo position peaked at $296K in Q3 2024.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Koshinski Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.