WCF
DEO icon

West Coast Financial’s Diageo DEO Stock Holding History

West Coast 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
-6,615
Closed -$693K – 35
2025
Q1 		$693K Sell
6,615
-1,435
-18% -$162K 0.08% 88
2024
Q4 		$1.02M Sell
8,050
-1,614
-17% -$205K 0.11% 78
2024
Q3 		$1.36M Sell
9,664
-800
-8% -$104K 0.15% 75
2024
Q2 		$1.32M Sell
10,464
-165
-2% -$22.7K 0.16% 72
2024
Q1 		$1.58M Sell
10,629
-76
-0.7% -$11.1K 0.19% 64
2023
Q4 		$1.56M Sell
10,705
-1,184
-10% -$175K 0.2% 64
2023
Q3 		$1.77M Sell
11,889
-183
-2% -$30.6K 0.26% 69
2023
Q2 		$2.09M Sell
12,072
-253
-2% -$45.2K 0.3% 70
2023
Q1 		$2.23M Sell
12,325
-102
-0.8% -$18K 0.34% 67
2022
Q4 		$2.21M Buy
12,427
+41
+0.3% +$7.19K 0.38% 62
2022
Q3 		$2.1M Sell
12,386
-212
-2% -$38K 0.39% 59
2022
Q2 		$2.19M Buy
12,598
+108
+0.9% +$20.5K 0.39% 54
2022
Q1 		$2.54M Buy
12,490
+35
+0.3% +$7.01K 0.39% 55
2021
Q4 		$2.74M Buy
12,455
+111
+0.9% +$22.8K 0.39% 55
2021
Q3 		$2.38M Buy
12,344
+206
+2% +$39.9K 0.38% 58
2021
Q2 		$2.33M Buy
12,138
+81
+0.7% +$15.1K 0.38% 57
2021
Q1 		$1.98M Buy
12,057
+257
+2% +$42K 0.34% 58
2020
Q4 		$1.87M Buy
11,800
+183
+2% +$27.3K 0.36% 55
2020
Q3 		$1.6M Sell
11,617
-505
-4% -$69.6K 0.36% 54
2020
Q2 		$1.63M Sell
12,122
-52
-0.4% -$7.13K 0.4% 50
2020
Q1 		$1.55M Buy
12,174
+610
+5% +$91.5K 0.41% 47
2019
Q4 		$1.95M Sell
11,564
-200
-2% -$32.5K 0.42% 43
2019
Q3 		$1.92M Sell
11,764
-180
-2% -$30.1K 0.44% 43
2019
Q2 		$2.06M Sell
11,944
-576
-5% -$96.8K 0.47% 46
2019
Q1 		$2.05M Sell
12,520
-425
-3% -$64.8K 0.48% 47
2018
Q4 		$1.84M Sell
12,945
-515
-4% -$72.4K 0.52% 45
2018
Q3 		$1.91M Buy
13,460
+570
+4% +$81.8K 0.44% 55
2018
Q2 		$1.86M Sell
12,890
-913
-7% -$131K 0.51% 47
2018
Q1 		$1.87M Sell
13,803
-518
-4% -$72K 0.53% 45
2017
Q4 		$2.09M Sell
14,321
-1,070
-7% -$147K 0.59% 46
2017
Q3 		$2.03M Buy
15,391
+45
+0.3% +$5.82K 0.55% 49
2017
Q2 		$1.84M Sell
15,346
-932
-6% -$111K 0.59% 45
2017
Q1 		$1.88M Sell
16,278
-1,843
-10% -$207K 0.6% 48
2016
Q4 		$1.88M Sell
18,121
-947
-5% -$99.6K 0.6% 47
2016
Q3 		$2.21M Buy
19,068
+7,020
+58% +$803K 0.71% 47
2016
Q2 		$1.36M Sell
12,048
-730
-6% -$78.9K 0.49% 56
2016
Q1 		$1.38M Sell
12,778
-495
-4% -$52.4K 0.57% 48
2015
Q4 		$1.45M Sell
13,273
-1,140
-8% -$129K 0.61% 53
2015
Q3 		$1.55M Buy
14,413
+433
+3% +$48.1K 0.69% 49
2015
Q2 		$1.62M Buy
13,980
+202
+1% +$23K 0.71% 48
2015
Q1 		$1.52M Sell
13,778
-30
-0.2% -$3.45K 0.71% 47
2014
Q4 		$1.57M Buy
13,808
+500
+4% +$58.1K 0.82% 47
2014
Q3 		$1.54M Sell
13,308
-1,825
-12% -$221K 0.86% 47
2014
Q2 		$1.93M Sell
15,133
-3,465
-19% -$437K 1.01% 44
2014
Q1 		$2.32M Sell
18,598
-1,963
-10% -$245K 1.18% 42
2013
Q4 		$2.72M Buy
20,561
+103
+0.5% +$13.2K 1.41% 36
2013
Q3 		$2.6M Buy
20,458
+120
+0.6% +$15K 1.44% 34
2013
Q2 		$2.34M Buy
+20,338
New +$2.46M 1.27% 40

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Coast Financial's DEO Position: Q2 2025 in Review

West Coast Financial sold out of Diageo (DEO) in Q2 2025, closing a stake of 6,615 shares — an estimated $693K sold.

West Coast Financial first reported a position in DEO in Q2 2013 and held it in 48 quarters. The position peaked at $2.74M in Q4 2021. 853 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

  • West Coast Financial reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 6,615 Diageo shares in Q2 2025, an estimated $693K.
  • West Coast Financial first reported a position in Diageo in Q2 2013 and held it in 48 quarters.
  • West Coast Financial's Diageo position peaked at $2.74M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.