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One Wealth Advisors’s Diageo DEO Stock Holding History

One Wealth 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
-2,598
Closed -$248K – 306
2025
Q3 		$248K Hold
2,598
– – 0.03% 268
2025
Q2 		$262K Hold
2,598
– – 0.04% 238
2025
Q1 		$276K Buy
2,598
+314
+14% +$35.5K 0.04% 229
2024
Q4 		$290K Sell
2,284
-13
-0.6% -$1.65K 0.04% 191
2024
Q3 		$328K Hold
2,297
– – 0.05% 186
2024
Q2 		$286K Buy
+2,297
New +$316K 0.06% 163
2023
Q1 		– Sell
-861
Closed -$153K – 298
2022
Q4 		$153K Sell
861
-463
-35% -$81.2K 0.04% 229
2022
Q3 		$225K Sell
1,324
-1,178
-47% -$211K 0.07% 148
2022
Q2 		$436K Buy
2,502
+547
+28% +$104K 0.12% 99
2022
Q1 		$397K Buy
1,955
+79
+4% +$15.8K 0.1% 112
2021
Q4 		$413K Buy
1,876
+9
+0.5% +$1.84K 0.1% 101
2021
Q3 		$360K Sell
1,867
-31
-2% -$6.01K 0.11% 123
2021
Q2 		$364K Buy
1,898
+53
+3% +$9.86K 0.12% 104
2021
Q1 		$303K Buy
1,845
+76
+4% +$12.4K 0.12% 105
2020
Q4 		$281K Buy
1,769
+99
+6% +$14.8K 0.15% 91
2020
Q3 		$230K Buy
+1,670
New +$230K 0.16% 73
2020
Q1 		– Sell
-1,325
Closed -$223K – 103
2019
Q4 		$223K Buy
1,325
+13
+1% +$2.11K 0.16% 96
2019
Q3 		$215K Sell
1,312
-88
-6% -$14.7K 0.19% 95
2019
Q2 		$241K Buy
1,400
+1
+0.1% +$168 0.2% 94
2019
Q1 		$229K Buy
+1,399
New +$213K 0.19% 93
2018
Q4 		– Sell
-27
Closed -$4K – 196
2018
Q3 		$4K Hold
27
– – ﹤0.01% 420
2018
Q2 		$4K Hold
27
– – ﹤0.01% 418
2018
Q1 		$4K Buy
27
+3
+13% +$417 ﹤0.01% 390
2017
Q4 		$4K Buy
+24
New +$3.31K ﹤0.01% 440

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

One Wealth Advisors's DEO Position: Q4 2025 in Review

One Wealth Advisors sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,598 shares — an estimated $248K sold.

One Wealth Advisors first reported a position in DEO in Q4 2017 and held it in 24 quarters. The position peaked at $436K in Q2 2022. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • One Wealth Advisors reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 2,598 Diageo shares in Q4 2025, an estimated $248K.
  • One Wealth Advisors first reported a position in Diageo in Q4 2017 and held it in 24 quarters.
  • One Wealth Advisors's Diageo position peaked at $436K in Q2 2022.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.