RWM
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Ritholtz Wealth Management’s Diageo DEO Stock Holding History

Ritholtz Wealth Management’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
-4,967
Closed -$632K – 941
2024
Q4 		$632K Buy
4,967
+16
+0.3% +$2.04K 0.02% 496
2024
Q3 		$695K Sell
4,951
-3,338
-40% -$434K 0.02% 471
2024
Q2 		$1.05M Buy
8,289
+1,404
+20% +$193K 0.03% 341
2024
Q1 		$1.02M Buy
6,885
+1,285
+23% +$188K 0.04% 355
2023
Q4 		$816K Buy
5,600
+681
+14% +$101K 0.03% 371
2023
Q3 		$734K Sell
4,919
-449
-8% -$75.2K 0.03% 362
2023
Q2 		$931K Sell
5,368
-634
-11% -$113K 0.04% 291
2023
Q1 		$1.09M Sell
6,002
-203
-3% -$35.8K 0.05% 242
2022
Q4 		$1.11M Buy
6,205
+583
+10% +$102K 0.06% 216
2022
Q3 		$955K Buy
5,622
+158
+3% +$28.3K 0.05% 252
2022
Q2 		$951K Sell
5,464
-995
-15% -$189K 0.06% 192
2022
Q1 		$1.31M Buy
6,459
+263
+4% +$52.7K 0.09% 142
2021
Q4 		$1.36M Buy
6,196
+1,007
+19% +$206K 0.09% 118
2021
Q3 		$1M Buy
5,189
+357
+7% +$69.2K 0.07% 141
2021
Q2 		$926K Buy
4,832
+1,132
+31% +$211K 0.07% 154
2021
Q1 		$608K Buy
3,700
+881
+31% +$144K 0.05% 181
2020
Q4 		$448K Buy
2,819
+566
+25% +$84.4K 0.04% 181
2020
Q3 		$310K Sell
2,253
-749
-25% -$103K 0.03% 202
2020
Q2 		$403K Buy
+3,002
New +$412K 0.05% 136

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