Axiom Advisory’s PepsiCo PEP Stock Holding History

Axiom Advisory’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
2024 Q3	$3.25M	Buy	18,944 +345	+2%	+$59.3K	0.03%	79
2024 Q2	$3.21M	Buy	+18,599	New	+$3.21M	0.04%	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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Axiom Advisory's PEP Position: Q3 2024 in Review

Axiom Advisory increased its PepsiCo (PEP) stake by 1.9% in Q3 2024, buying an estimated $59.3K and bringing the position to 18,944 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #79.

Axiom Advisory first reported a position in PEP in Q2 2024 and has held it in 2 quarters since. 3,342 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

Axiom Advisory held 18,944 shares of PepsiCo worth $3.25M as of Q3 2024.
Axiom Advisory bought 345 PepsiCo shares in Q3 2024, an estimated $59.3K.
PepsiCo made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #79 holding.
Axiom Advisory first reported a position in PepsiCo in Q2 2024 and has held it in 2 quarters since.
3,342 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.