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Lantern Wealth Advisors’s Diageo DEO Stock Holding History

Lantern Wealth Advisors’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
Q3 		– Sell
-2,200
Closed -$222K – 160
2025
Q2 		$222K Buy
+2,200
New +$239K 0.13% 134
2024
Q4 		$286K Buy
2,252
+52
+2% +$6.62K 0.19% 103
2024
Q3 		$309K Hold
2,200
– – 0.21% 93
2024
Q2 		$277K Hold
2,200
– – 0.2% 96
2024
Q1 		$327K Hold
2,200
– – 0.23% 94
2023
Q4 		$320K Buy
+2,200
New +$325K 0.25% 85

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lantern Wealth Advisors's DEO Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of Diageo (DEO) in Q3 2025, closing a stake of 2,200 shares — an estimated $222K sold.

Lantern Wealth Advisors first reported a position in DEO in Q4 2023 and held it in 6 quarters. The position peaked at $327K in Q1 2024. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Lantern Wealth Advisors reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 2,200 Diageo shares in Q3 2025, an estimated $222K.
  • Lantern Wealth Advisors first reported a position in Diageo in Q4 2023 and held it in 6 quarters.
  • Lantern Wealth Advisors's Diageo position peaked at $327K in Q1 2024.
  • 824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.