SS&H Financial Advisors’s Diageo DEO Stock Holding History

SS&H Financial 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 Q1	–	Sell	-5,700	Closed	-$725K	–	123
2024 Q4	$725K	Hold	5,700	–	–	0.26%	77
2024 Q3	$800K	Hold	5,700	–	–	0.29%	76
2024 Q2	$718K	Hold	5,700	–	–	0.28%	76
2024 Q1	$847K	Hold	5,700	–	–	0.35%	67
2023 Q4	$830K	Sell	5,700 -500	-8%	-$73.8K	0.35%	65
2023 Q3	$925K	Buy	+6,200	New	+$1.04M	0.43%	55
2023 Q1	$1.35M	Hold	7,450	–	–	0.62%	47
2022 Q4	$1.33M	Sell	7,450 -100	-1%	-$17.5K	0.63%	49
2022 Q3	$1.28M	Sell	7,550 -500	-6%	-$89.6K	0.66%	45
2022 Q2	$1.4M	Buy	8,050 +100	+1%	+$19K	0.65%	45
2022 Q1	$1.61M	Buy	+7,950	New	+$1.59M	0.63%	47

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SS&H Financial Advisors's DEO Position: Q1 2025 in Review

SS&H Financial Advisors sold out of Diageo (DEO) in Q1 2025, closing a stake of 5,700 shares — an estimated $725K sold.

SS&H Financial Advisors first reported a position in DEO in Q1 2022 and held it in 11 quarters. The position peaked at $1.61M in Q1 2022. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

SS&H Financial Advisors reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
SS&H Financial Advisors sold 5,700 Diageo shares in Q1 2025, an estimated $725K.
SS&H Financial Advisors first reported a position in Diageo in Q1 2022 and held it in 11 quarters.
SS&H Financial Advisors's Diageo position peaked at $1.61M in Q1 2022.
890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on SS&H Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.