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Madison Investment Advisors’s Diageo DEO Stock Holding History

Madison Investment 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
2024
Q4 		$1.02M Buy
+8,038
New +$1.02M 0.01% 281

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

Madison Investment Advisors's DEO Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Diageo (DEO) in Q4 2024: 8,038 shares worth $1.02M. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Madison Investment Advisors held 8,038 shares of Diageo worth $1.02M as of Q4 2024.
  • Diageo was a new Madison Investment Advisors position in Q4 2024.
  • Diageo made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #281 holding.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.