SFO
DEO icon

Standard Family Office’s Diageo DEO Stock Holding History

Standard Family Office’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
-174
Closed -$22.1K – 35
2024
Q4 		$22.1K Sell
174
-228
-57% -$29K 0.03% 38
2024
Q3 		$56.4K Hold
402
– – 0.07% 35
2024
Q2 		$50.7K Hold
402
– – 0.07% 35
2024
Q1 		$59.8K Buy
+402
New +$58.8K 0.08% 35
2022
Q4 		– Sell
-97
Closed -$16K – 119
2022
Q3 		$16K Hold
97
– – 0.01% 218
2022
Q2 		$17K Buy
+97
New +$18.5K 0.17% 90
2022
Q1 		– Sell
-140
Closed -$31K – 124
2021
Q4 		$31K Buy
+140
New +$28.7K 0.28% 74
2021
Q2 		– Sell
-407
Closed -$67K – 579
2021
Q1 		$67K Hold
407
– – 0.02% 232
2020
Q4 		$65K Buy
+407
New +$60.7K 0.02% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return