Birinyi Associates’s Citigroup C Stock Holding History

Birinyi Associates’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8M	Sell	103,897 -1,069	-1%	-$122K	3.21%	8
2025 Q4	$12.2M	Buy	104,966 +7	+0%	+$727	3.06%	8
2025 Q3	$10.7M	Buy	104,959 +1,795	+2%	+$170K	2.72%	9
2025 Q2	$8.78M	Sell	103,164 -2,741	-3%	-$198K	2.57%	9
2025 Q1	$7.52M	Buy	105,905 +2,555	+2%	+$195K	2.43%	10
2024 Q4	$7.27M	Sell	103,350 -421	-0.4%	-$28.4K	2%	11
2024 Q3	$6.5M	Buy	103,771 +33,643	+48%	+$2.08M	1.86%	11
2024 Q2	$4.45M	Buy	+70,128	New	+$4.32M	1.33%	16
2020 Q1	–	Sell	-2,550	Closed	-$204K	–	71
2019 Q4	$204K	Buy	+2,550	New	+$188K	0.08%	76
2019 Q3	–	Sell	-4,000	Closed	-$280K	–	80
2019 Q2	$280K	Sell	4,000 -1,000	-20%	-$66.9K	0.12%	69
2019 Q1	$311K	Hold	5,000	–	–	0.13%	63
2018 Q4	$260K	Sell	5,000 -3,750	-43%	-$237K	0.13%	65
2018 Q3	$628K	Buy	8,750 +1,500	+21%	+$106K	0.22%	52
2018 Q2	$485K	Sell	7,250 -500	-6%	-$34.4K	0.19%	59
2018 Q1	$523K	Buy	7,750 +750	+11%	+$56.4K	0.21%	61
2017 Q4	$521K	Buy	+7,000	New	+$518K	0.23%	59

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birinyi Associates's C Position: Q1 2026 in Review

Birinyi Associates reduced its Citigroup (C) stake by 1% in Q1 2026, selling an estimated $122K and leaving 103,897 shares worth $11.8M. The position accounts for 3.21% of the portfolio, ranked #8.

Birinyi Associates first reported a position in C in Q4 2017 and has held it in 16 quarters since. The position peaked at $12.2M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Birinyi Associates held 103,897 shares of Citigroup worth $11.8M as of Q1 2026.
Birinyi Associates sold 1,069 Citigroup shares in Q1 2026, an estimated $122K.
Citigroup made up 3.21% of Birinyi Associates's portfolio in Q1 2026, its #8 holding.
Birinyi Associates first reported a position in Citigroup in Q4 2017 and has held it in 16 quarters since.
Birinyi Associates's Citigroup position peaked at $12.2M in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.