Appleton Group’s PepsiCo PEP Stock Holding History

Appleton Group’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,089	Closed	-$202K	–	34
2023 Q2	$202K	Buy	+1,089	New	+$203K	0.28%	37

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Appleton Group's PEP Position: Q3 2023 in Review

Appleton Group sold out of PepsiCo (PEP) in Q3 2023, closing a stake of 1,089 shares — an estimated $202K sold.

Appleton Group first reported a position in PEP in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 3,189 funds tracked by Wall St. Rank hold PEP as of Q3 2023.

Appleton Group reported no remaining PepsiCo position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 1,089 PepsiCo shares in Q3 2023, an estimated $202K.
Appleton Group first reported a position in PepsiCo in Q2 2023 and held it in 1 quarter.
Appleton Group's PepsiCo position peaked at $202K in Q2 2023.
3,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.