RCA
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Resonant Capital Advisors’s Diageo DEO Stock Holding History

Resonant Capital 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
-1,624
Closed -$206K – 373
2024
Q4 		$206K Buy
1,624
+107
+7% +$13.6K 0.02% 336
2024
Q3 		$217K Buy
+1,517
New +$197K 0.02% 330
2024
Q2 		– Sell
-1,632
Closed -$245K – 341
2024
Q1 		$245K Buy
1,632
+199
+14% +$29.1K 0.02% 300
2023
Q4 		$209K Sell
1,433
-107
-7% -$15.8K 0.02% 275
2023
Q3 		$234K Buy
1,540
+78
+5% +$13.1K 0.02% 245
2023
Q2 		$254K Hold
1,462
– – 0.03% 229
2023
Q1 		$267K Sell
1,462
-245
-14% -$43.2K 0.03% 218
2022
Q4 		$304K Buy
1,707
+145
+9% +$25.4K 0.04% 212
2022
Q3 		$269K Buy
1,562
+100
+7% +$17.9K 0.04% 194
2022
Q2 		$255K Buy
1,462
+118
+9% +$22.4K 0.04% 208
2022
Q1 		$278K Buy
+1,344
New +$269K 0.04% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return