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Tectonic Advisors’s Diageo DEO Stock Holding History

Tectonic Advisors’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
Q2 		– Sell
-2,170
Closed -$227K – 323
2025
Q1 		$227K Sell
2,170
-3,538
-62% -$400K 0.01% 308
2024
Q4 		$726K Buy
+5,708
New +$726K 0.05% 191
2021
Q2 		– Sell
-1,698
Closed -$279K – 207
2021
Q1 		$279K Buy
1,698
+282
+20% +$46.1K 0.07% 138
2020
Q4 		$225K Buy
+1,416
New +$211K 0.06% 145

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tectonic Advisors's DEO Position: Q2 2025 in Review

Tectonic Advisors sold out of Diageo (DEO) in Q2 2025, closing a stake of 2,170 shares — an estimated $227K sold.

Tectonic Advisors first reported a position in DEO in Q4 2020 and held it in 4 quarters. The position peaked at $726K in Q4 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • Tectonic Advisors reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • Tectonic Advisors sold 2,170 Diageo shares in Q2 2025, an estimated $227K.
  • Tectonic Advisors first reported a position in Diageo in Q4 2020 and held it in 4 quarters.
  • Tectonic Advisors's Diageo position peaked at $726K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Tectonic Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.