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Lake Street Advisors Group’s Diageo DEO Stock Holding History

Lake Street Advisors 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 		$838K Buy
6,594
+109
+2% +$13.9K 0.04% 246
2024
Q3 		$927K Buy
6,485
+1,304
+25% +$169K 0.04% 224
2024
Q2 		$653K Sell
5,181
-609
-11% -$83.9K 0.03% 280
2024
Q1 		$871K Buy
5,790
+387
+7% +$56.6K 0.04% 248
2023
Q4 		$787K Buy
+5,403
New +$798K 0.04% 253
2021
Q3 		– Sell
-3,652
Closed -$727K – 278
2021
Q2 		$727K Sell
3,652
-18
-0.5% -$3.35K 0.05% 133
2021
Q1 		$603K Buy
3,670
+139
+4% +$22.7K 0.05% 141
2020
Q4 		$561K Buy
3,531
+329
+10% +$49.1K 0.05% 143
2020
Q3 		$441K Sell
3,202
-45
-1% -$6.21K 0.04% 153
2020
Q2 		$436K Buy
3,247
+883
+37% +$121K 0.04% 148
2020
Q1 		$301K Buy
2,364
+391
+20% +$58.7K 0.04% 172
2019
Q4 		$332K Buy
1,973
+103
+6% +$16.7K 0.03% 170
2019
Q3 		$306K Buy
1,870
+34
+2% +$5.69K 0.03% 143
2019
Q2 		$316K Sell
1,836
-146
-7% -$24.5K 0.03% 146
2019
Q1 		$324K Sell
1,982
-244
-11% -$37.2K 0.03% 144
2018
Q4 		$316K Buy
2,226
+260
+13% +$36.6K 0.04% 131
2018
Q3 		$279K Sell
1,966
-322
-14% -$46.2K 0.03% 148
2018
Q2 		$329K Buy
2,288
+96
+4% +$13.7K 0.03% 207
2018
Q1 		$297K Hold
2,192
– – 0.03% 201
2017
Q4 		$320K Buy
+2,192
New +$302K 0.04% 205

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 $1.88B AUM 29.07% 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 $424B AUM 22.94% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Lake Street Advisors Group's DEO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Diageo (DEO) stake by 1.7% in Q4 2024, buying an estimated $13.9K and bringing the position to 6,594 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #246.

Lake Street Advisors Group first reported a position in DEO in Q4 2017 and has held it in 20 quarters since. The position peaked at $927K in Q3 2024. 969 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Lake Street Advisors Group held 6,594 shares of Diageo worth $838K as of Q4 2024.
  • Lake Street Advisors Group bought 109 Diageo shares in Q4 2024, an estimated $13.9K.
  • Diageo made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #246 holding.
  • Lake Street Advisors Group first reported a position in Diageo in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Diageo position peaked at $927K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.