Team Financial Group’s Diageo DEO Stock Holding History

Team Financial 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 Q3	–	Sell	-25	Closed	-$2.52K	–	258
2025 Q2	$2.52K	Buy	+25	New	+$2.71K	﹤0.01%	226
2024 Q1	–	Sell	-24	Closed	-$3.49K	–	68
2023 Q4	$3.49K	Hold	24	–	–	﹤0.01%	157
2023 Q3	$3.63K	Buy	+24	New	+$4.02K	﹤0.01%	153

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

OAG

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

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Team Financial Group's DEO Position: Q3 2025 in Review

Team Financial Group sold out of Diageo (DEO) in Q3 2025, closing a stake of 25 shares — an estimated $2.52K sold.

Team Financial Group first reported a position in DEO in Q3 2023 and held it in 3 quarters. The position peaked at $3.63K in Q3 2023. 823 funds tracked by Wall St. Rank hold DEO as of Q3 2025.

Team Financial Group reported no remaining Diageo position as of Q3 2025 after selling out during the quarter.
Team Financial Group sold 25 Diageo shares in Q3 2025, an estimated $2.52K.
Team Financial Group first reported a position in Diageo in Q3 2023 and held it in 3 quarters.
Team Financial Group's Diageo position peaked at $3.63K in Q3 2023.
823 funds tracked by Wall St. Rank held Diageo as of Q3 2025.

Based on Team Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.