Oliver Lagore Vanvalin Investment Group’s Diageo DEO Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$5.55K	Buy	+53	New	+$5.75K	﹤0.01%	482
2024 Q4	$6.74K	Hold	53	–	–	﹤0.01%	485
2024 Q3	$7.44K	Hold	53	–	–	﹤0.01%	458
2024 Q2	$6.68K	Hold	53	–	–	﹤0.01%	461
2024 Q1	$7.88K	Hold	53	–	–	﹤0.01%	449
2023 Q4	$7.72K	Hold	53	–	–	﹤0.01%	461
2023 Q3	$7.91K	Hold	53	–	–	﹤0.01%	477
2023 Q2	$9.19K	Hold	53	–	–	﹤0.01%	476
2023 Q1	$9.6K	Hold	53	–	–	﹤0.01%	390
2022 Q4	$9.44K	Hold	53	–	–	0.01%	370
2022 Q3	$9K	Buy	53 +8	+18%	+$1.43K	0.01%	352
2022 Q2	$8K	Hold	45	–	–	﹤0.01%	356
2022 Q1	$9K	Buy	+45	New	+$9.02K	0.01%	342

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DEO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Diageo (DEO) in Q2 2025: 53 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DEO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DEO in Q1 2022 and has held it in 13 quarters since. The position peaked at $9.6K in Q1 2023. 853 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 53 shares of Diageo worth $5.55K as of Q2 2025.
Diageo was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Diageo made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #482 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Diageo in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Diageo position peaked at $9.6K in Q1 2023.
853 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.