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Milestone Asset Management’s Diageo DEO Stock Holding History

Milestone Asset 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
-9,534
Closed -$999K – 211
2025
Q1 		$999K Sell
9,534
-311
-3% -$35.1K 0.21% 89
2024
Q4 		$1.25M Buy
9,845
+7,784
+378% +$990K 0.28% 84
2024
Q3 		$289K Buy
2,061
+71
+4% +$9.23K 0.06% 180
2024
Q2 		$251K Buy
+1,990
New +$274K 0.06% 173

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Asset Management's DEO Position: Q2 2025 in Review

Milestone Asset Management sold out of Diageo (DEO) in Q2 2025, closing a stake of 9,534 shares — an estimated $999K sold.

Milestone Asset Management first reported a position in DEO in Q2 2024 and held it in 4 quarters. The position peaked at $1.25M in Q4 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Milestone Asset Management reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 9,534 Diageo shares in Q2 2025, an estimated $999K.
  • Milestone Asset Management first reported a position in Diageo in Q2 2024 and held it in 4 quarters.
  • Milestone Asset Management's Diageo position peaked at $1.25M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

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