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WCG Wealth Advisors’s Diageo DEO Stock Holding History

WCG Wealth 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
-18,388
Closed -$1.93M – 333
2025
Q1 		$1.93M Sell
18,388
-1,401
-7% -$158K 0.15% 145
2024
Q4 		$2.52M Buy
19,789
+642
+3% +$81.7K 0.17% 129
2024
Q3 		$2.69M Sell
19,147
-54
-0.3% -$7.02K 0.18% 128
2024
Q2 		$2.42M Buy
19,201
+6,726
+54% +$927K 0.18% 119
2024
Q1 		$1.86M Buy
+12,475
New +$1.83M 0.16% 128

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 22.9% 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 $5.97B AUM 5.11% 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

WCG Wealth Advisors's DEO Position: Q2 2025 in Review

WCG Wealth Advisors sold out of Diageo (DEO) in Q2 2025, closing a stake of 18,388 shares — an estimated $1.93M sold.

WCG Wealth Advisors first reported a position in DEO in Q1 2024 and held it in 5 quarters. The position peaked at $2.69M in Q3 2024. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • WCG Wealth Advisors reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 18,388 Diageo shares in Q2 2025, an estimated $1.93M.
  • WCG Wealth Advisors first reported a position in Diageo in Q1 2024 and held it in 5 quarters.
  • WCG Wealth Advisors's Diageo position peaked at $2.69M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.