Wiser Advisor Group’s Diageo DEO Stock Holding History

Wiser Advisor Group’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	Closed	-$658	–	95
2025 Q1	$658	Sell	6 -8	-57%	-$904	﹤0.01%	260
2024 Q4	$1.81K	Hold	14	–	–	﹤0.01%	242
2024 Q3	$1.99K	Sell	14 -1	-7%	-$130	﹤0.01%	239
2024 Q2	$1.79K	Buy	15 +1	+7%	+$138	﹤0.01%	264
2024 Q1	$2.1K	Sell	14 -1	-7%	-$146	﹤0.01%	268
2023 Q4	$2.2K	Buy	+15	New	+$2.21K	﹤0.01%	261

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wiser Advisor Group's DEO Position: Q2 2025 in Review

Wiser Advisor Group sold out of Diageo (DEO) in Q2 2025, closing a stake of 6 shares — an estimated $658 sold.

Wiser Advisor Group first reported a position in DEO in Q4 2023 and held it in 6 quarters. The position peaked at $2.2K in Q4 2023. 852 funds tracked by Wall St. Rank hold DEO as of Q2 2025.

Wiser Advisor Group reported no remaining Diageo position as of Q2 2025 after selling out during the quarter.
Wiser Advisor Group sold 6 Diageo shares in Q2 2025, an estimated $658.
Wiser Advisor Group first reported a position in Diageo in Q4 2023 and held it in 6 quarters.
Wiser Advisor Group's Diageo position peaked at $2.2K in Q4 2023.
852 funds tracked by Wall St. Rank held Diageo as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.