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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 $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

Resonant Capital Advisors's DEO Position: Q1 2025 in Review

Resonant Capital Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,624 shares — an estimated $206K sold.

Resonant Capital Advisors first reported a position in DEO in Q1 2022 and held it in 11 quarters. The position peaked at $304K in Q4 2022. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Resonant Capital Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,624 Diageo shares in Q1 2025, an estimated $206K.
  • Resonant Capital Advisors first reported a position in Diageo in Q1 2022 and held it in 11 quarters.
  • Resonant Capital Advisors's Diageo position peaked at $304K in Q4 2022.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Resonant Capital Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.