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Potomac Fund Management’s Diageo DEO Stock Holding History

Potomac Fund Management’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
-5,046
Closed -$482K – 109
2025
Q3 		$482K Sell
5,046
-21
-0.4% -$2.2K 0.02% 77
2025
Q2 		$523K Buy
5,067
+357
+8% +$38.7K 0.03% 70
2025
Q1 		$517K Buy
4,710
+635
+16% +$71.8K 0.23% 49
2024
Q4 		$518K Buy
+4,075
New +$518K 0.03% 65

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Potomac Fund Management's DEO Position: Q4 2025 in Review

Potomac Fund Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 5,046 shares — an estimated $482K sold.

Potomac Fund Management first reported a position in DEO in Q4 2024 and held it in 4 quarters. The position peaked at $523K in Q2 2025. 793 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Potomac Fund Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Potomac Fund Management sold 5,046 Diageo shares in Q4 2025, an estimated $482K.
  • Potomac Fund Management first reported a position in Diageo in Q4 2024 and held it in 4 quarters.
  • Potomac Fund Management's Diageo position peaked at $523K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Potomac Fund Management's 13F filing for Q4 2025, filed 13 Feb 2026.