Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CCM
Catawba Capital Management’s
Diageo
DEO
Stock Holding History
Catawba Capital Management’s Portfolio
DEO Stock Details
DEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$673K
Hold
4,671
–
–
0.16%
114
2018
Q1
$633K
Hold
4,671
–
–
0.15%
111
2017
Q4
$682K
Buy
4,671
+100
+2%
+$13.8K
0.15%
119
2017
Q3
$604K
Sell
4,571
-975
-18%
-$126K
0.14%
130
2017
Q2
$665K
Buy
5,546
+1,120
+25%
+$133K
0.15%
131
2017
Q1
$512K
Buy
+4,426
New
+$497K
0.11%
159
Other funds holding DEO
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$75B AUM
11.27%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BBHC
Brown Brothers Harriman & Co
New York
$18.6B AUM
15.81%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
MG
Markel Group
Glen Allen, Virginia
$11.9B AUM
10.84%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close