Main Street Group’s Diageo DEO Stock Holding History

Main Street 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
2025 Q2	–	Sell	-10	Closed	-$876	–	796
2025 Q1	$876	Buy	+10	New	+$1.13K	﹤0.01%	709
2024 Q3	–	Sell	-15	Closed	-$1.89K	–	803
2024 Q2	$1.89K	Sell	15 -8	-35%	-$1.1K	﹤0.01%	724
2024 Q1	$3.44K	Hold	23	–	–	﹤0.01%	695
2023 Q4	$3.38K	Buy	+23	New	+$3.4K	﹤0.01%	1034

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Main Street Group's DEO Position: Q2 2025 in Review

Main Street Group sold out of Diageo (DEO) in Q2 2025, closing a stake of 10 shares — an estimated $876 sold.

Main Street Group first reported a position in DEO in Q4 2023 and held it in 4 quarters. The position peaked at $3.44K in Q1 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Main Street Group reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Main Street Group sold 10 Diageo shares in Q2 2025, an estimated $876.
Main Street Group first reported a position in Diageo in Q4 2023 and held it in 4 quarters.
Main Street Group's Diageo position peaked at $3.44K in Q1 2024.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Main Street Group's 13F filing for Q2 2025, filed 15 Jul 2025.