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Meixler Investment Management’s Diageo DEO Stock Holding History

Meixler Investment Management’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
-2,014
Closed -$211K – 113
2025
Q1 		$211K Sell
2,014
-3,590
-64% -$406K 0.15% 90
2024
Q4 		$712K Sell
5,604
-1,557
-22% -$198K 0.53% 36
2024
Q3 		$1M Sell
7,161
-1,920
-21% -$249K 0.74% 30
2024
Q2 		$1.14M Sell
9,081
-736
-7% -$101K 0.88% 25
2024
Q1 		$1.46M Buy
9,817
+340
+4% +$49.8K 1.09% 21
2023
Q4 		$1.38M Buy
9,477
+804
+9% +$119K 1.15% 22
2023
Q3 		$1.29M Buy
8,673
+4,386
+102% +$734K 1.16% 23
2023
Q2 		$744K Buy
4,287
+1,725
+67% +$308K 0.69% 30
2023
Q1 		$464K Buy
2,562
+33
+1% +$5.82K 0.45% 44
2022
Q4 		$451K Buy
2,529
+40
+2% +$7.02K 0.45% 43
2022
Q3 		$423K Buy
2,489
+12
+0.5% +$2.15K 0.49% 39
2022
Q2 		$431K Sell
2,477
-73
-3% -$13.9K 0.49% 38
2022
Q1 		$518K Sell
2,550
-62
-2% -$12.4K 0.51% 41
2021
Q4 		$575K Buy
+2,612
New +$536K 0.59% 35

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meixler Investment Management's DEO Position: Q2 2025 in Review

Meixler Investment Management sold out of Diageo (DEO) in Q2 2025, closing a stake of 2,014 shares — an estimated $211K sold.

Meixler Investment Management first reported a position in DEO in Q4 2021 and held it in 14 quarters. The position peaked at $1.46M in Q1 2024. 853 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Meixler Investment Management reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Meixler Investment Management sold 2,014 Diageo shares in Q2 2025, an estimated $211K.
  • Meixler Investment Management first reported a position in Diageo in Q4 2021 and held it in 14 quarters.
  • Meixler Investment Management's Diageo position peaked at $1.46M in Q1 2024.
  • 853 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Meixler Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.