TAM
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Tucker Asset Management’s Diageo DEO Stock Holding History

Tucker Asset Management’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 		$94.7K Buy
+1,098
New +$101K 0.03% 201
2025
Q1 		– Sell
-1,058
Closed -$135K – 450
2024
Q4 		$135K Sell
1,058
-142
-12% -$18.1K 0.01% 197
2024
Q3 		$168K Buy
1,200
+227
+23% +$29.5K 0.04% 165
2024
Q2 		$123K Sell
973
-433
-31% -$59.7K 0.03% 221
2024
Q1 		$209K Buy
1,406
+357
+34% +$52.2K 0.05% 165
2023
Q4 		$153K Buy
1,049
+131
+14% +$19.3K 0.04% 169
2023
Q3 		$137K Buy
918
+160
+21% +$26.8K 0.04% 175
2023
Q2 		$131K Sell
758
-29
-4% -$5.18K 0.04% 141
2023
Q1 		$143K Buy
787
+111
+16% +$19.6K 0.04% 113
2022
Q4 		$121K Buy
676
+168
+33% +$29.5K 0.04% 86
2022
Q3 		$84.8K Buy
508
+142
+39% +$25.4K 0.03% 90
2022
Q2 		$63.7K Sell
366
-3
-0.8% -$571 0.02% 78
2022
Q1 		$75K Sell
369
-3
-0.8% -$601 0.02% 69
2021
Q4 		$81.5K Buy
372
+61
+20% +$12.5K 0.03% 59
2021
Q3 		$62.1K Buy
311
+38
+14% +$7.36K 0.02% 72
2021
Q2 		$52.3K Buy
273
+35
+15% +$6.51K 0.02% 68
2021
Q1 		$39.1K Buy
238
+110
+86% +$18K 0.02% 90
2020
Q4 		$20.3K Buy
+128
New +$19.1K 0.01% 138

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EIC
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