Pictet North America Advisors
DEO icon

Pictet North America Advisors’s Diageo DEO Stock Holding History

Pictet North America 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
-1,653
Closed -$210K – 141
2024
Q4 		$210K Hold
1,653
– – 0.02% 143
2024
Q3 		$232K Hold
1,653
– – 0.02% 136
2024
Q2 		$208K Sell
1,653
-800
-33% -$110K 0.02% 136
2024
Q1 		$365K Sell
2,453
-26
-1% -$3.8K 0.04% 120
2023
Q4 		$361K Sell
2,479
-1,730
-41% -$255K 0.05% 112
2023
Q3 		$628K Sell
4,209
-171
-4% -$28.6K 0.09% 96
2023
Q2 		$760K Sell
4,380
-133
-3% -$23.7K 0.11% 89
2023
Q1 		$818K Sell
4,513
-1,109
-20% -$196K 0.13% 81
2022
Q4 		$1M Sell
5,622
-30
-0.5% -$5.26K 0.17% 69
2022
Q3 		$960K Sell
5,652
-51
-0.9% -$9.14K 0.15% 75
2022
Q2 		$993K Buy
5,703
+80
+1% +$15.2K 0.13% 81
2022
Q1 		$1.14M Sell
5,623
-1,368
-20% -$274K 0.13% 75
2021
Q4 		$1.54M Buy
6,991
+141
+2% +$28.9K 0.15% 68
2021
Q3 		$1.32M Buy
6,850
+173
+3% +$33.5K 0.13% 68
2021
Q2 		$319K Buy
6,677
+159
+2% +$29.6K 0.03% 111
2021
Q1 		$269K Buy
6,518
+723
+12% +$118K 0.03% 111
2020
Q4 		$228K Buy
+5,795
New +$864K 0.03% 119

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
Markel Group
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

Pictet North America Advisors's DEO Position: Q1 2025 in Review

Pictet North America Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,653 shares — an estimated $210K sold.

Pictet North America Advisors first reported a position in DEO in Q4 2020 and held it in 17 quarters. The position peaked at $1.54M in Q4 2021. 891 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Pictet North America Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Pictet North America Advisors sold 1,653 Diageo shares in Q1 2025, an estimated $210K.
  • Pictet North America Advisors first reported a position in Diageo in Q4 2020 and held it in 17 quarters.
  • Pictet North America Advisors's Diageo position peaked at $1.54M in Q4 2021.
  • 891 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Pictet North America Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.