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MeadowBrook Investment Advisors’s Diageo DEO Stock Holding History

MeadowBrook 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
2025
Q1 		– Sell
-21
Closed -$2.67K – 284
2024
Q4 		$2.67K Hold
21
– – ﹤0.01% 300
2024
Q3 		$2.95K Hold
21
– – ﹤0.01% 295
2024
Q2 		$2.65K Hold
21
– – ﹤0.01% 290
2024
Q1 		$3.12K Hold
21
– – ﹤0.01% 293
2023
Q4 		$3.06K Buy
+21
New +$3.1K ﹤0.01% 303

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MeadowBrook Investment Advisors's DEO Position: Q1 2025 in Review

MeadowBrook Investment Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 21 shares — an estimated $2.67K sold.

MeadowBrook Investment Advisors first reported a position in DEO in Q4 2023 and held it in 5 quarters. The position peaked at $3.12K in Q1 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • MeadowBrook Investment Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 21 Diageo shares in Q1 2025, an estimated $2.67K.
  • MeadowBrook Investment Advisors first reported a position in Diageo in Q4 2023 and held it in 5 quarters.
  • MeadowBrook Investment Advisors's Diageo position peaked at $3.12K in Q1 2024.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.