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Roehl & Yi Investment Advisors’s Diageo DEO Stock Holding History

Roehl & Yi Investment 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
-4,158
Closed -$419K – 175
2025
Q2 		$419K Hold
4,158
– – 0.21% 100
2025
Q1 		$436K Buy
+4,158
New +$470K 0.24% 95

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Roehl & Yi Investment Advisors's DEO Position: Q3 2025 in Review

Roehl & Yi Investment Advisors sold out of Diageo (DEO) in Q3 2025, closing a stake of 4,158 shares — an estimated $419K sold.

Roehl & Yi Investment Advisors first reported a position in DEO in Q1 2025 and held it in 2 quarters. The position peaked at $436K in Q1 2025. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

  • Roehl & Yi Investment Advisors reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 4,158 Diageo shares in Q3 2025, an estimated $419K.
  • Roehl & Yi Investment Advisors first reported a position in Diageo in Q1 2025 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's Diageo position peaked at $436K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q3 2025, filed 29 May 2026.