Atom Investors’s PepsiCo PEP Stock Holding History

Atom Investors’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 Q1	–	Sell	-2,130	Closed	-$385K	–	303
2022 Q4	$385K	Buy	+2,130	New	+$380K	0.19%	107
2022 Q1	–	Sell	-6,271	Closed	-$1.09M	–	283
2021 Q4	$1.09M	Sell	6,271 -1,860	-23%	-$304K	0.18%	104
2021 Q3	$1.22M	Buy	+8,131	New	+$1.26M	0.1%	111
2021 Q1	–	Sell	-9,797	Closed	-$1.45M	–	381
2020 Q4	$1.45M	Sell	9,797 -6,382	-39%	-$907K	0.15%	161
2020 Q3	$2.24M	Sell	16,179 -20,213	-56%	-$2.75M	0.21%	115
2020 Q2	$4.81M	Buy	36,392 +23,521	+183%	+$3.1M	0.31%	62
2020 Q1	$1.55M	Buy	12,871 +1,511	+13%	+$204K	0.14%	129
2019 Q4	$1.55M	Buy	11,360 +3,210	+39%	+$437K	0.13%	138
2019 Q3	$1.12M	Sell	8,150 -40,417	-83%	-$5.37M	0.08%	178
2019 Q2	$6.37M	Buy	+48,567	New	+$6.23M	0.41%	77

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atom Investors's PEP Position: Q1 2023 in Review

Atom Investors sold out of PepsiCo (PEP) in Q1 2023, closing a stake of 2,130 shares — an estimated $385K sold.

Atom Investors first reported a position in PEP in Q2 2019 and held it in 10 quarters. The position peaked at $6.37M in Q2 2019. 3,167 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Atom Investors reported no remaining PepsiCo position as of Q1 2023 after selling out during the quarter.
Atom Investors sold 2,130 PepsiCo shares in Q1 2023, an estimated $385K.
Atom Investors first reported a position in PepsiCo in Q2 2019 and held it in 10 quarters.
Atom Investors's PepsiCo position peaked at $6.37M in Q2 2019.
3,167 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Atom Investors's 13F filing for Q1 2023, filed 15 May 2023.