MCWS
DEO icon

McKinley Carter Wealth Services’s Diageo DEO Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-200
Closed -$27K – 215
2018
Q1 		$27K Buy
+200
New +$27.8K 0.01% 307

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

McKinley Carter Wealth Services's DEO Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Diageo (DEO) in Q2 2018, closing a stake of 200 shares — an estimated $27K sold.

McKinley Carter Wealth Services first reported a position in DEO in Q1 2018 and held it in 1 quarter. The position peaked at $27K in Q1 2018. 791 funds tracked by Wall St. Rank hold DEO as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Diageo position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 200 Diageo shares in Q2 2018, an estimated $27K.
  • McKinley Carter Wealth Services first reported a position in Diageo in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Diageo position peaked at $27K in Q1 2018.
  • 791 funds tracked by Wall St. Rank held Diageo as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.