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Quotient Wealth Partners’s Diageo DEO Stock Holding History

Quotient Wealth Partners’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
-2,438
Closed -$233K – 364
2025
Q3 		$233K Sell
2,438
-1,348
-36% -$141K 0.01% 323
2025
Q2 		$382K Sell
3,786
-74
-2% -$8.03K 0.01% 228
2025
Q1 		$404K Sell
3,860
-172
-4% -$19.4K 0.01% 214
2024
Q4 		$513K Sell
4,032
-567
-12% -$72.1K 0.02% 168
2024
Q3 		$645K Sell
4,599
-751
-14% -$97.6K 0.02% 149
2024
Q2 		$675K Sell
5,350
-5,104
-49% -$703K 0.02% 135
2024
Q1 		$1.55M Sell
10,454
-2,765
-21% -$405K 0.06% 90
2023
Q4 		$1.93M Buy
+13,219
New +$1.95M 0.07% 87

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 $13.1B AUM 15.62% 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

Quotient Wealth Partners's DEO Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Diageo (DEO) in Q4 2025, closing a stake of 2,438 shares — an estimated $233K sold.

Quotient Wealth Partners first reported a position in DEO in Q4 2023 and held it in 8 quarters. The position peaked at $1.93M in Q4 2023. 794 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,438 Diageo shares in Q4 2025, an estimated $233K.
  • Quotient Wealth Partners first reported a position in Diageo in Q4 2023 and held it in 8 quarters.
  • Quotient Wealth Partners's Diageo position peaked at $1.93M in Q4 2023.
  • 794 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.