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Diageo shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5k 35 127.14
2024-09-30 $4.9k 35 140.34

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Top funds holding Diageo

Canoe Financial
FMR
Bank of America Corporation
Kovitz Investment Group Partners
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Bank Of Montreal
Envestnet Asset Management
Markel Corporation
Massachusetts Financial Services
Jpmorgan Chase & Co
Confluence Investment Management
Wellington Management Company
London Company

View all funds holding Diageo