Maxi Investments CY’s Diageo DEO Stock Holding History

Maxi Investments CY’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	–	Sell	-2,000	Closed	-$254K	–	133
2024 Q4	$254K	Buy	+2,000	New	+$254K	0.05%	141

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Maxi Investments CY's DEO Position: Q1 2025 in Review

Maxi Investments CY sold out of Diageo (DEO) in Q1 2025, closing a stake of 2,000 shares — an estimated $254K sold.

Maxi Investments CY first reported a position in DEO in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 888 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

Maxi Investments CY reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
Maxi Investments CY sold 2,000 Diageo shares in Q1 2025, an estimated $254K.
Maxi Investments CY first reported a position in Diageo in Q4 2024 and held it in 1 quarter.
Maxi Investments CY's Diageo position peaked at $254K in Q4 2024.
888 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.