SWM
DEO icon

Salvus Wealth Management’s Diageo DEO Stock Holding History

Salvus 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
Q4 		– Sell
-3,711
Closed -$354K – 138
2025
Q3 		$354K Sell
3,711
-20
-0.5% -$2.1K 0.2% 101
2025
Q2 		$376K Sell
3,731
-1,469
-28% -$159K 0.22% 94
2025
Q1 		$545K Sell
5,200
-1,876
-27% -$212K 0.34% 75
2024
Q4 		$900K Buy
7,076
+3,275
+86% +$417K 0.57% 49
2024
Q3 		$533K Buy
3,801
+8
+0.2% +$1.04K 0.33% 80
2024
Q2 		$478K Sell
3,793
-15
-0.4% -$2.07K 0.33% 80
2024
Q1 		$566K Sell
3,808
-1
-0% -$146 0.39% 70
2023
Q4 		$555K Sell
3,809
-31
-0.8% -$4.58K 0.39% 70
2023
Q3 		$573K Buy
3,840
+37
+1% +$6.2K 0.45% 64
2023
Q2 		$660K Buy
3,803
+88
+2% +$15.7K 0.51% 56
2023
Q1 		$673K Buy
3,715
+78
+2% +$13.8K 0.54% 50
2022
Q4 		$648K Buy
3,637
+26
+0.7% +$4.56K 0.59% 49
2022
Q3 		$613K Buy
3,611
+147
+4% +$26.3K 0.58% 47
2022
Q2 		$603K Sell
3,464
-26
-0.7% -$4.95K 0.54% 48
2022
Q1 		$709K Buy
3,490
+118
+3% +$23.6K 0.54% 50
2021
Q4 		$742K Buy
3,372
+122
+4% +$25K 0.54% 44
2021
Q3 		$627K Buy
3,250
+251
+8% +$48.6K 0.51% 45
2021
Q2 		$576K Sell
2,999
-1,526
-34% -$284K 0.49% 49
2021
Q1 		$792K Buy
4,525
+246
+6% +$40.2K 0.74% 33
2020
Q4 		$708K Buy
+4,279
New +$638K 0.77% 32

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

Salvus Wealth Management's DEO Position: Q4 2025 in Review

Salvus Wealth Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 3,711 shares — an estimated $354K sold.

Salvus Wealth Management first reported a position in DEO in Q4 2020 and held it in 20 quarters. The position peaked at $900K in Q4 2024. 793 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Salvus Wealth Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Salvus Wealth Management sold 3,711 Diageo shares in Q4 2025, an estimated $354K.
  • Salvus Wealth Management first reported a position in Diageo in Q4 2020 and held it in 20 quarters.
  • Salvus Wealth Management's Diageo position peaked at $900K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Salvus Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.