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MONECO Advisors’s Diageo DEO Stock Holding History

MONECO 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
Q1 		– Sell
-1,769
Closed -$225K – 462
2024
Q4 		$225K Buy
+1,769
New +$225K 0.02% 430
2024
Q2 		– Sell
-1,539
Closed -$229K – 424
2024
Q1 		$229K Sell
1,539
-88
-5% -$12.9K 0.04% 375
2023
Q4 		$237K Buy
1,627
+175
+12% +$25.8K 0.05% 331
2023
Q3 		$217K Buy
1,452
+11
+0.8% +$1.84K 0.06% 306
2023
Q2 		$250K Buy
1,441
+48
+3% +$8.57K 0.07% 284
2023
Q1 		$252K Buy
1,393
+102
+8% +$18K 0.07% 269
2022
Q4 		$230K Sell
1,291
-7
-0.5% -$1.23K 0.08% 231
2022
Q3 		$220K Hold
1,298
– – 0.09% 224
2022
Q2 		$226K Buy
+1,298
New +$247K 0.09% 222

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MONECO Advisors's DEO Position: Q1 2025 in Review

MONECO Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,769 shares — an estimated $225K sold.

MONECO Advisors first reported a position in DEO in Q2 2022 and held it in 9 quarters. The position peaked at $252K in Q1 2023. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • MONECO Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 1,769 Diageo shares in Q1 2025, an estimated $225K.
  • MONECO Advisors first reported a position in Diageo in Q2 2022 and held it in 9 quarters.
  • MONECO Advisors's Diageo position peaked at $252K in Q1 2023.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.