Proffitt & Goodson’s Diageo DEO Stock Holding History

Proffitt & Goodson’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	-101	Closed	-$9.64K	–	336
2025 Q3	$9.64K	Buy	+101	New	+$10.6K	﹤0.01%	256
2020 Q4	–	Sell	-33	Closed	-$5K	–	268
2020 Q3	$5K	Hold	33	–	–	﹤0.01%	219
2020 Q2	$4K	Buy	+33	New	+$4.53K	﹤0.01%	234

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Proffitt & Goodson's DEO Position: Q4 2025 in Review

Proffitt & Goodson sold out of Diageo (DEO) in Q4 2025, closing a stake of 101 shares — an estimated $9.64K sold.

Proffitt & Goodson first reported a position in DEO in Q2 2020 and held it in 3 quarters. The position peaked at $9.64K in Q3 2025. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

Proffitt & Goodson reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 101 Diageo shares in Q4 2025, an estimated $9.64K.
Proffitt & Goodson first reported a position in Diageo in Q2 2020 and held it in 3 quarters.
Proffitt & Goodson's Diageo position peaked at $9.64K in Q3 2025.
795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.