Miracle Mile Advisors’s Diageo DEO Stock Holding History

Miracle Mile 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 Q4	–	Sell	-38,959	Closed	-$3.72M	–	874
2025 Q3	$3.72M	Sell	38,959 -1,656	-4%	-$174K	0.06%	216
2025 Q2	$4.1M	Buy	40,615 +123	+0.3%	+$13.3K	0.07%	175
2025 Q1	$4.24M	Buy	40,492 +9,366	+30%	+$1.06M	0.09%	146
2024 Q4	$3.96M	Buy	31,126 +22	+0.1%	+$2.8K	0.08%	158
2024 Q3	$4.37M	Sell	31,104 -365	-1%	-$47.4K	0.1%	123
2024 Q2	$3.97M	Buy	+31,469	New	+$4.34M	0.1%	128
2024 Q1	–	Sell	-30,377	Closed	-$4.42M	–	511
2023 Q4	$4.42M	Buy	+30,377	New	+$4.49M	0.12%	113
2020 Q3	–	Sell	-19,000	Closed	-$2.55M	–	363
2020 Q2	$2.55M	Buy	+19,000	New	+$2.61M	0.21%	103
2018 Q4	–	Sell	-6,500	Closed	-$921K	–	153
2018 Q3	$921K	Hold	6,500	–	–	0.08%	102
2018 Q2	$936K	Hold	6,500	–	–	0.09%	97
2018 Q1	$880K	Buy	+6,500	New	+$904K	0.09%	90

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return