Stephens Consulting’s Diageo DEO Stock Holding History

Stephens Consulting’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	-29	Closed	-$3.69K	–	1523
2024 Q4	$3.69K	Hold	29	–	–	﹤0.01%	429
2024 Q3	$4.07K	Sell	29 -55	-65%	-$7.15K	﹤0.01%	413
2024 Q2	$10.6K	Buy	84 +75	+833%	+$10.3K	﹤0.01%	330
2024 Q1	$1.34K	Hold	9	–	–	﹤0.01%	436
2023 Q4	$1.31K	Hold	9	–	–	﹤0.01%	445
2023 Q3	$1.34K	Hold	9	–	–	﹤0.01%	453
2023 Q2	$1.56K	Hold	9	–	–	﹤0.01%	448
2023 Q1	$1.63K	Hold	9	–	–	﹤0.01%	464
2022 Q4	$1.6K	Sell	9 -47	-84%	-$8.24K	﹤0.01%	439
2022 Q3	$9.51K	Hold	56	–	–	0.01%	342
2022 Q2	$9.75K	Hold	56	–	–	0.01%	327
2022 Q1	$11.4K	Hold	56	–	–	0.01%	340
2021 Q4	$12.3K	Buy	+56	New	+$11.5K	0.01%	368

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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