PWMAG
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DEO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Diageo (DEO) stake by 3.1% in Q1 2026, selling an estimated $17.9K and leaving 6,307 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #284.

Pinnacle Wealth Management Advisory Group first reported a position in DEO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2021. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 6,307 shares of Diageo worth $470K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 205 Diageo shares in Q1 2026, an estimated $17.9K.
  • Diageo made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #284 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Diageo in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's Diageo position peaked at $2.64M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.