SAG
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SageView Advisory Group’s Diageo DEO Stock Holding History

SageView Advisory Group’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
Q4 		$119K Buy
+1,384
New +$127K ﹤0.01% 772
2025
Q3 		– Sell
-5,315
Closed -$554K – 649
2025
Q2 		$554K Sell
5,315
-135
-2% -$14.6K 0.02% 353
2025
Q1 		$571K Buy
5,450
+89
+2% +$10.1K 0.02% 321
2024
Q4 		$682K Buy
5,361
+351
+7% +$44.7K 0.03% 285
2024
Q3 		$703K Sell
5,010
-1,420
-22% -$185K 0.04% 245
2024
Q2 		$811K Buy
6,430
+763
+13% +$105K 0.04% 253
2024
Q1 		$843K Sell
5,667
-2,002
-26% -$293K 0.04% 224
2023
Q4 		$1.11M Buy
7,669
+5,345
+230% +$789K 0.05% 237
2023
Q3 		$347K Sell
2,324
-49
-2% -$8.2K 0.02% 393
2023
Q2 		$412K Buy
2,373
+326
+16% +$58.2K 0.02% 381
2023
Q1 		$371K Sell
2,047
-6
-0.3% -$1.06K 0.02% 354
2022
Q4 		$366K Buy
+2,053
New +$360K 0.03% 293

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SageView Advisory Group's DEO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Diageo (DEO) in Q4 2025: 1,384 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in DEO as recently as Q2 2025.

SageView Advisory Group first reported a position in DEO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2023. 794 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • SageView Advisory Group held 1,384 shares of Diageo worth $119K as of Q4 2025.
  • Diageo was a new SageView Advisory Group position in Q4 2025.
  • Diageo made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #772 holding.
  • SageView Advisory Group first reported a position in Diageo in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's Diageo position peaked at $1.11M in Q4 2023.
  • 794 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.