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Pension & Wealth Management Advisors’s Diageo DEO Stock Holding History

Pension & Wealth Management 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
-50
Closed -$6.36K – 492
2024
Q4 		$6.36K Buy
+50
New +$6.36K ﹤0.01% 390

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
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 22.96% 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

Pension & Wealth Management Advisors's DEO Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 50 shares — an estimated $6.36K sold.

Pension & Wealth Management Advisors first reported a position in DEO in Q4 2024 and held it in 1 quarter. The position peaked at $6.36K in Q4 2024. 889 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Pension & Wealth Management Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 50 Diageo shares in Q1 2025, an estimated $6.36K.
  • Pension & Wealth Management Advisors first reported a position in Diageo in Q4 2024 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Diageo position peaked at $6.36K in Q4 2024.
  • 889 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2025, filed 7 Aug 2026.