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Legacy Financial Advisors’s Diageo DEO Stock Holding History

Legacy 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
Q4 		– Sell
-3,127
Closed -$298K – 410
2025
Q3 		$298K Buy
+3,127
New +$328K 0.04% 320
2025
Q2 		– Sell
-3,271
Closed -$343K – 357
2025
Q1 		$343K Buy
3,271
+333
+11% +$37.6K 0.06% 259
2024
Q4 		$374K Buy
2,938
+829
+39% +$105K 0.06% 241
2024
Q3 		$296K Buy
+2,109
New +$274K 0.05% 279
2024
Q2 		– Sell
-2,223
Closed -$331K – 338
2024
Q1 		$331K Buy
2,223
+768
+53% +$112K 0.06% 235
2023
Q4 		$212K Buy
+1,455
New +$215K 0.04% 282
2023
Q3 		– Sell
-1,474
Closed -$256K – 274
2023
Q2 		$256K Sell
1,474
-17
-1% -$3.04K 0.05% 214
2023
Q1 		$270K Sell
1,491
-147
-9% -$25.9K 0.06% 201
2022
Q4 		$292K Buy
+1,638
New +$287K 0.06% 182
2022
Q2 		– Sell
-1,248
Closed -$253K – 231
2022
Q1 		$253K Buy
1,248
+118
+10% +$23.6K 0.06% 196
2021
Q4 		$249K Buy
+1,130
New +$232K 0.06% 169
2019
Q2 		– Sell
-624
Closed -$102K – 310
2019
Q1 		$102K Buy
624
+111
+22% +$16.9K 0.03% 157
2018
Q4 		$73K Buy
513
+124
+32% +$17.4K 0.03% 183
2018
Q3 		$55K Buy
389
+45
+13% +$6.46K 0.02% 240
2018
Q2 		$51K Buy
344
+74
+27% +$10.6K 0.02% 248
2018
Q1 		$38K Sell
270
-23
-8% -$3.2K 0.02% 277
2017
Q4 		$42K Buy
+293
New +$40.4K 0.02% 266

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Legacy Financial Advisors's DEO Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Diageo (DEO) in Q4 2025, closing a stake of 3,127 shares — an estimated $298K sold.

Legacy Financial Advisors first reported a position in DEO in Q4 2017 and held it in 17 quarters. The position peaked at $374K in Q4 2024. 794 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,127 Diageo shares in Q4 2025, an estimated $298K.
  • Legacy Financial Advisors first reported a position in Diageo in Q4 2017 and held it in 17 quarters.
  • Legacy Financial Advisors's Diageo position peaked at $374K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.