Rise Advisors’s Diageo DEO Stock Holding History

Rise 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 Q3	–	Sell	-18	Closed	-$1.81K	–	1548
2025 Q2	$1.81K	Buy	+18	New	+$1.95K	﹤0.01%	1204

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Rise Advisors's DEO Position: Q3 2025 in Review

Rise Advisors sold out of Diageo (DEO) in Q3 2025, closing a stake of 18 shares — an estimated $1.81K sold.

Rise Advisors first reported a position in DEO in Q2 2025 and held it in 1 quarter. The position peaked at $1.81K in Q2 2025. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

Rise Advisors reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 18 Diageo shares in Q3 2025, an estimated $1.81K.
Rise Advisors first reported a position in Diageo in Q2 2025 and held it in 1 quarter.
Rise Advisors's Diageo position peaked at $1.81K in Q2 2025.
823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.