Wayfinding Financial’s Diageo DEO Stock Holding History

Wayfinding Financial’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	-106	Closed	-$11K	–	286
2025 Q1	$11K	Buy	+106	New	+$12K	﹤0.01%	697

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wayfinding Financial's DEO Position: Q2 2025 in Review

Wayfinding Financial sold out of Diageo (DEO) in Q2 2025, closing a stake of 106 shares — an estimated $11K sold.

Wayfinding Financial first reported a position in DEO in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Wayfinding Financial reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 106 Diageo shares in Q2 2025, an estimated $11K.
Wayfinding Financial first reported a position in Diageo in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Diageo position peaked at $11K in Q1 2025.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.