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KPP Advisory Services’s Diageo DEO Stock Holding History

KPP Advisory Services’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
-1,791
Closed -$251K – 263
2024
Q3 		$251K Sell
1,791
-605
-25% -$78.6K 0.06% 216
2024
Q2 		$302K Sell
2,396
-271
-10% -$37.3K 0.08% 184
2024
Q1 		$397K Sell
2,667
-198
-7% -$29K 0.11% 150
2023
Q4 		$417K Buy
2,865
+1,482
+107% +$219K 0.37% 69
2023
Q3 		$206K Buy
+1,383
New +$232K 0.07% 200

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 22.96% 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

KPP Advisory Services's DEO Position: Q4 2024 in Review

KPP Advisory Services sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,791 shares — an estimated $251K sold.

KPP Advisory Services first reported a position in DEO in Q3 2023 and held it in 5 quarters. The position peaked at $417K in Q4 2023. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • KPP Advisory Services reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • KPP Advisory Services sold 1,791 Diageo shares in Q4 2024, an estimated $251K.
  • KPP Advisory Services first reported a position in Diageo in Q3 2023 and held it in 5 quarters.
  • KPP Advisory Services's Diageo position peaked at $417K in Q4 2023.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on KPP Advisory Services's 13F filing for Q4 2024, filed 24 Jan 2025.