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Pinnacle Wealth Planning Services’s Diageo DEO Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$276K Buy
3,704
+618
+20% +$53.9K 0.03% 365
2025
Q4 		$266K Buy
+3,086
New +$284K 0.03% 365
2025
Q3 		– Sell
-3,610
Closed -$364K – 489
2025
Q2 		$364K Buy
3,610
+1,167
+48% +$127K 0.05% 253
2025
Q1 		$256K Buy
2,443
+76
+3% +$8.59K 0.04% 299
2024
Q4 		$301K Sell
2,367
-1,044
-31% -$133K 0.05% 249
2024
Q3 		$479K Buy
3,411
+536
+19% +$69.7K 0.07% 199
2024
Q2 		$362K Sell
2,875
-685
-19% -$94.4K 0.05% 239
2024
Q1 		$530K Buy
3,560
+385
+12% +$56.3K 0.08% 176
2023
Q4 		$462K Buy
3,175
+417
+15% +$61.6K 0.07% 187
2023
Q3 		$411K Sell
2,758
-33
-1% -$5.53K 0.07% 193
2023
Q2 		$484K Buy
2,791
+472
+20% +$84.3K 0.08% 171
2023
Q1 		$420K Buy
2,319
+609
+36% +$107K 0.07% 200
2022
Q4 		$305K Sell
1,710
-280
-14% -$49.1K 0.05% 261
2022
Q3 		$338K Buy
1,990
+24
+1% +$4.3K 0.06% 207
2022
Q2 		$342K Buy
1,966
+34
+2% +$6.47K 0.06% 216
2022
Q1 		$392K Buy
1,932
+227
+13% +$45.5K 0.07% 211
2021
Q4 		$375K Buy
1,705
+59
+4% +$12.1K 0.07% 218
2021
Q3 		$318K Buy
1,646
+17
+1% +$3.29K 0.07% 234
2021
Q2 		$312K Buy
1,629
+37
+2% +$6.88K 0.07% 223
2021
Q1 		$261K Buy
1,592
+163
+11% +$26.7K 0.07% 237
2020
Q4 		$227K Buy
+1,429
New +$213K 0.05% 251
2018
Q4 		– Sell
-2,324
Closed -$330K – 158
2018
Q3 		$330K Buy
2,324
+36
+2% +$5.17K 0.3% 108
2018
Q2 		$330K Sell
2,288
-31
-1% -$4.44K 0.32% 102
2018
Q1 		$314K Buy
2,319
+1,868
+414% +$260K 0.32% 108
2017
Q4 		$66K Buy
+451
New +$62.2K 0.13% 118

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 Planning Services's DEO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Diageo (DEO) stake by 20% in Q1 2026, buying an estimated $53.9K and bringing the position to 3,704 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #365.

Pinnacle Wealth Planning Services first reported a position in DEO in Q4 2017 and has held it in 25 quarters since. The position peaked at $530K in Q1 2024. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,704 shares of Diageo worth $276K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 618 Diageo shares in Q1 2026, an estimated $53.9K.
  • Diageo made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #365 holding.
  • Pinnacle Wealth Planning Services first reported a position in Diageo in Q4 2017 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Diageo position peaked at $530K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.