MWA
DEO icon

Meridian Wealth Advisors’s Diageo DEO Stock Holding History

Meridian Wealth 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
2024
Q3 		– Sell
-23,621
Closed -$2.98M – 181
2024
Q2 		$2.98M Buy
23,621
+792
+3% +$109K 0.53% 46
2024
Q1 		$3.4M Buy
22,829
+2,938
+15% +$430K 0.64% 43
2023
Q4 		$2.9M Buy
19,891
+156
+0.8% +$23K 0.63% 42
2023
Q3 		$2.94M Buy
19,735
+266
+1% +$44.5K 0.74% 37
2023
Q2 		$3.38M Buy
19,469
+68
+0.4% +$12.1K 0.82% 32
2023
Q1 		$3.52M Buy
19,401
+1,439
+8% +$254K 0.88% 28
2022
Q4 		$3.2M Buy
17,962
+1,996
+13% +$350K 0.82% 32
2022
Q3 		$2.71M Sell
15,966
-931
-6% -$167K 0.76% 32
2022
Q2 		$2.94M Buy
16,897
+1,854
+12% +$353K 0.78% 31
2022
Q1 		$3.06M Buy
15,043
+2,144
+17% +$430K 0.71% 34
2021
Q4 		$2.84M Buy
12,899
+1,120
+10% +$230K 0.69% 37
2021
Q3 		$2.27M Buy
11,779
+417
+4% +$80.8K 0.63% 36
2021
Q2 		$2.18M Buy
11,362
+1,335
+13% +$248K 0.62% 38
2021
Q1 		$1.65M Buy
10,027
+3,786
+61% +$619K 0.55% 45
2020
Q4 		$991K Buy
6,241
+1,639
+36% +$244K 0.36% 59
2020
Q3 		$634K Sell
4,602
-54
-1% -$7.45K 0.27% 81
2020
Q2 		$626K Buy
+4,656
New +$639K 0.29% 77
2020
Q1 		– Sell
-4,506
Closed -$759K – 147
2019
Q4 		$759K Sell
4,506
-150
-3% -$24.4K 0.3% 67
2019
Q3 		$761K Buy
4,656
+1,244
+36% +$208K 0.33% 65
2019
Q2 		$609K Buy
3,412
+74
+2% +$12.4K 0.42% 48
2019
Q1 		$546K Buy
3,338
+455
+16% +$69.4K 0.4% 51
2018
Q4 		$409K Buy
+2,883
New +$406K 0.31% 68

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Meridian Wealth Advisors's DEO Position: Q3 2024 in Review

Meridian Wealth Advisors sold out of Diageo (DEO) in Q3 2024, closing a stake of 23,621 shares — an estimated $2.98M sold.

Meridian Wealth Advisors first reported a position in DEO in Q4 2018 and held it in 22 quarters. The position peaked at $3.52M in Q1 2023. 965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

  • Meridian Wealth Advisors reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 23,621 Diageo shares in Q3 2024, an estimated $2.98M.
  • Meridian Wealth Advisors first reported a position in Diageo in Q4 2018 and held it in 22 quarters.
  • Meridian Wealth Advisors's Diageo position peaked at $3.52M in Q1 2023.
  • 965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Meridian Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.