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RDA Financial Network’s Diageo DEO Stock Holding History

RDA Financial Network’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
-1,652
Closed -$210K – 247
2024
Q4 		$210K Sell
1,652
-182
-10% -$23.2K 0.06% 229
2024
Q3 		$257K Buy
+1,834
New +$238K 0.08% 202
2022
Q2 		– Sell
-999
Closed -$203K – 219
2022
Q1 		$203K Sell
999
-4
-0.4% -$801 0.09% 211
2021
Q4 		$221K Buy
+1,003
New +$206K 0.09% 198

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
MG
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

RDA Financial Network's DEO Position: Q1 2025 in Review

RDA Financial Network sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,652 shares — an estimated $210K sold.

RDA Financial Network first reported a position in DEO in Q4 2021 and held it in 4 quarters. The position peaked at $257K in Q3 2024. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • RDA Financial Network reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • RDA Financial Network sold 1,652 Diageo shares in Q1 2025, an estimated $210K.
  • RDA Financial Network first reported a position in Diageo in Q4 2021 and held it in 4 quarters.
  • RDA Financial Network's Diageo position peaked at $257K in Q3 2024.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on RDA Financial Network's 13F filing for Q1 2025, filed 14 Apr 2025.