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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 $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

Standard Family Office's DEO Position: Q1 2025 in Review

Standard Family Office sold out of Diageo (DEO) in Q1 2025, closing a stake of 174 shares — an estimated $22.1K sold.

Standard Family Office first reported a position in DEO in Q4 2020 and held it in 9 quarters. The position peaked at $67K in Q1 2021. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Standard Family Office reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Standard Family Office sold 174 Diageo shares in Q1 2025, an estimated $22.1K.
  • Standard Family Office first reported a position in Diageo in Q4 2020 and held it in 9 quarters.
  • Standard Family Office's Diageo position peaked at $67K in Q1 2021.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Standard Family Office's 13F filing for Q1 2025, filed 13 May 2025.