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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 $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 22.96% 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

Stephens Consulting's DEO Position: Q1 2025 in Review

Stephens Consulting sold out of Diageo (DEO) in Q1 2025, closing a stake of 29 shares — an estimated $3.69K sold.

Stephens Consulting first reported a position in DEO in Q4 2021 and held it in 13 quarters. The position peaked at $12.3K in Q4 2021. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Stephens Consulting reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Stephens Consulting sold 29 Diageo shares in Q1 2025, an estimated $3.69K.
  • Stephens Consulting first reported a position in Diageo in Q4 2021 and held it in 13 quarters.
  • Stephens Consulting's Diageo position peaked at $12.3K in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Stephens Consulting's 13F filing for Q1 2025, filed 17 Apr 2025.