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Pinnacle Wealth Advisors’s Diageo DEO Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$362K Buy
+1,888
New +$351K 0.01% 295

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Pinnacle Wealth Advisors's DEO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Diageo (DEO) in Q2 2021: 1,888 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

954 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

  • Pinnacle Wealth Advisors held 1,888 shares of Diageo worth $362K as of Q2 2021.
  • Diageo was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Diageo made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #295 holding.
  • 954 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.