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Phillips Wealth Planners’s Diageo DEO Stock Holding History

Phillips Wealth Planners’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
-2,580
Closed -$244K – 194
2025
Q3 		$244K Buy
2,580
+196
+8% +$20.6K 0.2% 174
2025
Q2 		$251K Buy
+2,384
New +$259K 0.23% 156

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 22.9% 1-Year Est. Return

Phillips Wealth Planners's DEO Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,580 shares — an estimated $244K sold.

Phillips Wealth Planners first reported a position in DEO in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,580 Diageo shares in Q4 2025, an estimated $244K.
  • Phillips Wealth Planners first reported a position in Diageo in Q2 2025 and held it in 2 quarters.
  • Phillips Wealth Planners's Diageo position peaked at $251K in Q2 2025.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.