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Silicon Valley Capital Partners’s Diageo DEO Stock Holding History

Silicon Valley Capital Partners’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
-110
Closed -$14K – 271
2024
Q4 		$14K Buy
110
+2
+2% +$254 ﹤0.01% 232
2024
Q3 		$15.1K Hold
108
– – ﹤0.01% 217
2024
Q2 		$13.6K Buy
108
+1
+0.9% +$138 ﹤0.01% 214
2024
Q1 		$15.9K Hold
107
– – ﹤0.01% 194
2023
Q4 		$15.5K Buy
107
+2
+2% +$295 ﹤0.01% 211
2023
Q3 		$15.7K Hold
105
– – ﹤0.01% 157
2023
Q2 		$18.2K Buy
+105
New +$18.7K ﹤0.01% 150

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Silicon Valley Capital Partners's DEO Position: Q1 2025 in Review

Silicon Valley Capital Partners sold out of Diageo (DEO) in Q1 2025, closing a stake of 110 shares — an estimated $14K sold.

Silicon Valley Capital Partners first reported a position in DEO in Q2 2023 and held it in 7 quarters. The position peaked at $18.2K in Q2 2023. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Silicon Valley Capital Partners reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 110 Diageo shares in Q1 2025, an estimated $14K.
  • Silicon Valley Capital Partners first reported a position in Diageo in Q2 2023 and held it in 7 quarters.
  • Silicon Valley Capital Partners's Diageo position peaked at $18.2K in Q2 2023.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2025, filed 28 May 2025.