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Resources Management Corp’s Diageo DEO Stock Holding History

Resources Management Corp’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
-10
Closed -$1K – 422
2024
Q4 		$1K Sell
10
-75
-88% -$9.54K ﹤0.01% 408
2024
Q3 		$12K Sell
85
-300
-78% -$39K ﹤0.01% 356
2024
Q2 		$49K Hold
385
– – 0.01% 289
2024
Q1 		$57K Hold
385
– – 0.01% 282
2023
Q4 		$56K Sell
385
-100
-21% -$14.8K 0.01% 283
2023
Q3 		$72K Hold
485
– – 0.01% 275
2023
Q2 		$84K Sell
485
-1,185
-71% -$212K 0.01% 265
2023
Q1 		$155K Buy
1,670
+1,139
+215% +$201K 0.02% 230
2022
Q4 		$95K Sell
531
-1,220
-70% -$214K 0.02% 265
2022
Q3 		$297K Hold
1,751
– – 0.05% 200
2022
Q2 		$305K Buy
1,751
+125
+8% +$23.8K 0.05% 208
2022
Q1 		$330K Hold
1,626
– – 0.05% 211
2021
Q4 		$358K Sell
1,626
-10
-0.6% -$2.05K 0.05% 212
2021
Q3 		$316K Hold
1,636
– – 0.05% 216
2021
Q2 		$314K Hold
1,636
– – 0.04% 225
2021
Q1 		$269K Hold
1,636
– – 0.04% 225
2020
Q4 		$260K Sell
1,636
-2,434
-60% -$363K 0.04% 217
2020
Q3 		$560K Buy
4,070
+685
+20% +$94.5K 0.1% 141
2020
Q2 		$455K Buy
3,385
+20
+0.6% +$2.74K 0.09% 157
2020
Q1 		$428K Buy
3,365
+525
+18% +$78.8K 0.1% 142
2019
Q4 		$478K Hold
2,840
– – 0.08% 163
2019
Q3 		$464K Buy
+2,840
New +$475K 0.09% 164
2018
Q4 		$395K Buy
2,791
+5
+0.2% +$703 0.09% 162
2018
Q3 		$394K Buy
+2,786
New +$400K 0.07% 176

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

Resources Management Corp's DEO Position: Q1 2025 in Review

Resources Management Corp sold out of Diageo (DEO) in Q1 2025, closing a stake of 10 shares — an estimated $1K sold.

Resources Management Corp first reported a position in DEO in Q3 2018 and held it in 24 quarters. The position peaked at $560K in Q3 2020. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Resources Management Corp reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Resources Management Corp sold 10 Diageo shares in Q1 2025, an estimated $1K.
  • Resources Management Corp first reported a position in Diageo in Q3 2018 and held it in 24 quarters.
  • Resources Management Corp's Diageo position peaked at $560K in Q3 2020.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Resources Management Corp's 13F filing for Q1 2025, filed 16 May 2025.