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Ruedi Wealth Management’s Diageo DEO Stock Holding History

Ruedi 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
Q2 		– Sell
-37
Closed -$3.88K – 120
2025
Q1 		$3.88K Hold
37
– – ﹤0.01% 233
2024
Q4 		$4.7K Hold
37
– – ﹤0.01% 218
2024
Q3 		$5.19K Hold
37
– – ﹤0.01% 214
2024
Q2 		$4.67K Hold
37
– – ﹤0.01% 254
2024
Q1 		$5.5K Hold
37
– – ﹤0.01% 193
2023
Q4 		$5.39K Hold
37
– – ﹤0.01% 168
2023
Q3 		$5.52K Hold
37
– – ﹤0.01% 154
2023
Q2 		$6.42K Hold
37
– – ﹤0.01% 159
2023
Q1 		$6.7K Hold
37
– – ﹤0.01% 182
2022
Q4 		$6.59K Buy
+37
New +$6.49K ﹤0.01% 163

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ruedi Wealth Management's DEO Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Diageo (DEO) in Q2 2025, closing a stake of 37 shares — an estimated $3.88K sold.

Ruedi Wealth Management first reported a position in DEO in Q4 2022 and held it in 10 quarters. The position peaked at $6.7K in Q1 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 37 Diageo shares in Q2 2025, an estimated $3.88K.
  • Ruedi Wealth Management first reported a position in Diageo in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Diageo position peaked at $6.7K in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.