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Marcum Wealth’s Diageo DEO Stock Holding History

Marcum Wealth’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
Q1 		$249K Buy
+2,377
New +$269K 0.02% 319
2024
Q4 		– Sell
-2,488
Closed -$349K – 415
2024
Q3 		$349K Buy
2,488
+410
+20% +$53.3K 0.03% 251
2024
Q2 		$262K Sell
2,078
-65
-3% -$8.96K 0.03% 298
2024
Q1 		$319K Buy
2,143
+460
+27% +$67.3K 0.03% 259
2023
Q4 		$245K Sell
1,683
-660
-28% -$97.5K 0.03% 298
2023
Q3 		$350K Sell
2,343
-72
-3% -$12.1K 0.04% 217
2023
Q2 		$419K Sell
2,415
-172
-7% -$30.7K 0.05% 202
2023
Q1 		$469K Buy
2,587
+368
+17% +$64.9K 0.06% 186
2022
Q4 		$395K Buy
2,219
+63
+3% +$11.1K 0.05% 197
2022
Q3 		$366K Sell
2,156
-4
-0.2% -$717 0.06% 204
2022
Q2 		$376K Buy
2,160
+216
+11% +$41.1K 0.06% 200
2022
Q1 		$395K Buy
1,944
+82
+4% +$16.4K 0.05% 199
2021
Q4 		$410K Sell
1,862
-81
-4% -$16.6K 0.06% 197
2021
Q3 		$375K Sell
1,943
-181
-9% -$35.1K 0.06% 201
2021
Q2 		$407K Buy
2,124
+51
+2% +$9.49K 0.07% 177
2021
Q1 		$340K Buy
+2,073
New +$339K 0.06% 206

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marcum Wealth's DEO Position: Q1 2025 in Review

Marcum Wealth opened a new position in Diageo (DEO) in Q1 2025: 2,377 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in DEO as recently as Q3 2024.

Marcum Wealth first reported a position in DEO in Q1 2021 and has held it in 16 quarters since. The position peaked at $469K in Q1 2023. 889 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Marcum Wealth held 2,377 shares of Diageo worth $249K as of Q1 2025.
  • Diageo was a new Marcum Wealth position in Q1 2025.
  • Diageo made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #319 holding.
  • Marcum Wealth first reported a position in Diageo in Q1 2021 and has held it in 16 quarters since.
  • Marcum Wealth's Diageo position peaked at $469K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.