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Westside Investment Management’s Diageo DEO Stock Holding History

Westside Investment 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 		– Sell
-60
Closed -$5.79K – 1499
2025
Q3 		$5.79K Hold
60
– – ﹤0.01% 1246
2025
Q2 		$6.23K Buy
+60
New +$6.51K ﹤0.01% 1110
2024
Q4 		– Sell
-20
Closed -$2.81K – 994
2024
Q3 		$2.81K Sell
20
-8
-29% -$1.04K ﹤0.01% 861
2024
Q2 		$3.53K Hold
28
– – ﹤0.01% 812
2024
Q1 		$4.17K Hold
28
– – ﹤0.01% 750
2023
Q4 		$4.08K Sell
28
-20
-42% -$2.95K ﹤0.01% 718
2023
Q3 		$7.16K Hold
48
– – ﹤0.01% 641
2023
Q2 		$8.33K Buy
48
+20
+71% +$3.57K ﹤0.01% 622
2023
Q1 		$5.07K Hold
28
– – ﹤0.01% 694
2022
Q4 		$4 Hold
28
– – ﹤0.01% 713
2022
Q3 		$4 Hold
28
– – ﹤0.01% 699
2022
Q2 		$4 Hold
28
– – ﹤0.01% 704
2022
Q1 		$5 Hold
28
– – ﹤0.01% 678
2021
Q4 		$6 Hold
28
– – ﹤0.01% 638
2021
Q3 		$5 Buy
28
+8
+40% +$1.55K ﹤0.01% 646
2021
Q2 		$3 Buy
+20
New +$3.72K ﹤0.01% 688
2019
Q2 		$143K Buy
+830
New +$140K 0.05% 186
2018
Q4 		$126K Sell
890
-78
-8% -$11K 0.05% 193
2018
Q3 		$139K Buy
968
+96
+11% +$13.8K 0.04% 176
2018
Q2 		$124K Sell
872
-8
-0.9% -$1.15K 0.04% 205
2018
Q1 		$118K Hold
880
– – 0.06% 202
2017
Q4 		$128K Sell
880
-5
-0.6% -$689 0.07% 195
2017
Q3 		$118K Hold
885
– – 0.07% 183
2017
Q2 		$106K Hold
885
– – 0.07% 191
2017
Q1 		$102K Hold
885
– – 0.05% 191
2016
Q4 		$94.6K Buy
+885
New +$93.1K 0.06% 144

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westside Investment Management's DEO Position: Q4 2025 in Review

Westside Investment Management sold out of Diageo (DEO) in Q4 2025, closing a stake of 60 shares — an estimated $5.79K sold.

Westside Investment Management first reported a position in DEO in Q4 2016 and held it in 26 quarters. The position peaked at $143K in Q2 2019. 795 funds tracked by Wall St. Rank hold DEO as of Q4 2025.

  • Westside Investment Management reported no remaining Diageo position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 60 Diageo shares in Q4 2025, an estimated $5.79K.
  • Westside Investment Management first reported a position in Diageo in Q4 2016 and held it in 26 quarters.
  • Westside Investment Management's Diageo position peaked at $143K in Q2 2019.
  • 795 funds tracked by Wall St. Rank held Diageo as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.