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Mid-American Wealth Advisory Group’s Diageo DEO Stock Holding History

Mid-American Wealth Advisory Group’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
Q3 		– Sell
-86
Closed -$8.67K – 110
2025
Q2 		$8.67K Buy
+86
New +$9.33K ﹤0.01% 186

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mid-American Wealth Advisory Group's DEO Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Diageo (DEO) in Q3 2025, closing a stake of 86 shares — an estimated $8.67K sold.

Mid-American Wealth Advisory Group first reported a position in DEO in Q2 2025 and held it in 1 quarter. The position peaked at $8.67K in Q2 2025. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 86 Diageo shares in Q3 2025, an estimated $8.67K.
  • Mid-American Wealth Advisory Group first reported a position in Diageo in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Diageo position peaked at $8.67K in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.