Laraway Financial Advisors’s Diageo DEO Stock Holding History

Laraway Financial 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	-1,967	Closed	-$198K	–	126
2025 Q2	$198K	Hold	1,967	–	–	0.15%	121
2025 Q1	$206K	Sell	1,967 -50	-2%	-$5.65K	0.16%	116
2024 Q4	$256K	Hold	2,017	–	–	0.2%	102
2024 Q3	$283K	Hold	2,017	–	–	0.23%	97
2024 Q2	$254K	Hold	2,017	–	–	0.22%	95
2024 Q1	$300K	Sell	2,017 -15	-0.7%	-$2.19K	0.26%	90
2023 Q4	$296K	Hold	2,032	–	–	0.28%	84
2023 Q3	$303K	Hold	2,032	–	–	0.32%	79
2023 Q2	$353K	Sell	2,032 -200	-9%	-$35.7K	0.35%	80
2023 Q1	$404K	Sell	2,232 -100	-4%	-$17.6K	0.41%	74
2022 Q4	$416K	Buy	2,332 +2	+0.1%	+$351	0.43%	70
2022 Q3	$396K	Hold	2,330	–	–	0.44%	69
2022 Q2	$406K	Hold	2,330	–	–	0.43%	71
2022 Q1	$474K	Hold	2,330	–	–	0.43%	73
2021 Q4	$513K	Buy	+2,330	New	+$478K	0.46%	71

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Laraway Financial Advisors's DEO Position: Q3 2025 in Review

Laraway Financial Advisors sold out of Diageo (DEO) in Q3 2025, closing a stake of 1,967 shares — an estimated $198K sold.

Laraway Financial Advisors first reported a position in DEO in Q4 2021 and held it in 15 quarters. The position peaked at $513K in Q4 2021. 824 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

Laraway Financial Advisors reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
Laraway Financial Advisors sold 1,967 Diageo shares in Q3 2025, an estimated $198K.
Laraway Financial Advisors first reported a position in Diageo in Q4 2021 and held it in 15 quarters.
Laraway Financial Advisors's Diageo position peaked at $513K in Q4 2021.
824 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Laraway Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.