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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return