PWMAG
DEO icon

Pinnacle Wealth Management Advisory Group’s Diageo DEO Stock Holding History

Pinnacle Wealth Management Advisory 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
2026
Q2 		$361K Sell
4,492
-1,815
-29% -$147K 0.02% 365
2026
Q1 		$470K Sell
6,307
-205
-3% -$17.9K 0.03% 284
2025
Q4 		$562K Sell
6,512
-868
-12% -$80K 0.04% 249
2025
Q3 		$704K Sell
7,380
-267
-3% -$28K 0.05% 185
2025
Q2 		$771K Sell
7,647
-288
-4% -$31.2K 0.06% 166
2025
Q1 		$832K Sell
7,935
-566
-7% -$64K 0.08% 149
2024
Q4 		$1.08M Sell
8,501
-563
-6% -$71.6K 0.1% 128
2024
Q3 		$1.27M Sell
9,064
-964
-10% -$125K 0.12% 116
2024
Q2 		$1.26M Sell
10,028
-722
-7% -$99.5K 0.13% 116
2024
Q1 		$1.6M Sell
10,750
-427
-4% -$62.5K 0.17% 95
2023
Q4 		$1.63M Sell
11,177
-988
-8% -$146K 0.19% 92
2023
Q3 		$1.81M Buy
12,165
+28
+0.2% +$4.69K 0.24% 87
2023
Q2 		$2.11M Sell
12,137
-217
-2% -$38.7K 0.26% 82
2023
Q1 		$2.24M Sell
12,354
-25
-0.2% -$4.41K 0.3% 74
2022
Q4 		$2.21M Buy
12,379
+470
+4% +$82.4K 0.33% 67
2022
Q3 		$2.02M Sell
11,909
-50
-0.4% -$8.96K 0.34% 69
2022
Q2 		$2.08M Sell
11,959
-175
-1% -$33.3K 0.34% 75
2022
Q1 		$2.46M Buy
12,134
+125
+1% +$25K 0.36% 69
2021
Q4 		$2.64M Buy
+12,009
New +$2.46M 0.43% 59

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DEO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Diageo (DEO) stake by 29% in Q2 2026, selling an estimated $147K and leaving 4,492 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #365.

Pinnacle Wealth Management Advisory Group first reported a position in DEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2021. 725 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,492 shares of Diageo worth $361K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,815 Diageo shares in Q2 2026, an estimated $147K.
  • Diageo made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #365 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Diageo in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Diageo position peaked at $2.64M in Q4 2021.
  • 725 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.