StoneX Group’s Diageo DEO Stock Holding History

StoneX Group’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 Q4	–	Sell	-5,696	Closed	-$544K	–	1115
2025 Q3	$544K	Buy	+5,696	New	+$598K	0.02%	508
2021 Q4	–	Sell	-9,810	Closed	-$1.89M	–	584
2021 Q3	$1.89M	Buy	9,810 +2,112	+27%	+$409K	0.27%	77
2021 Q2	$1.48M	Buy	+7,698	New	+$1.43M	0.22%	92
2017 Q3	–	Sell	-2,265	Closed	-$271K	–	214
2017 Q2	$271K	Buy	+2,265	New	+$270K	0.08%	304

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

StoneX Group's DEO Position: Q4 2025 in Review

StoneX Group sold out of Diageo (DEO) in Q4 2025, closing a stake of 5,696 shares — an estimated $544K sold.

StoneX Group first reported a position in DEO in Q2 2017 and held it in 4 quarters. The position peaked at $1.89M in Q3 2021. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

StoneX Group reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
StoneX Group sold 5,696 Diageo shares in Q4 2025, an estimated $544K.
StoneX Group first reported a position in Diageo in Q2 2017 and held it in 4 quarters.
StoneX Group's Diageo position peaked at $1.89M in Q3 2021.
795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.