Baron Financial Group’s PepsiCo PEP Stock Holding History

Baron Financial 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
2022 Q3	–	Sell	-335	Closed	-$55.9K	–	153
2022 Q2	$55.9K	Hold	335	–	–	0.04%	79
2022 Q1	$56.1K	Hold	335	–	–	0.03%	84
2021 Q4	$58.2K	Hold	335	–	–	0.03%	84
2021 Q3	$50.4K	Hold	335	–	–	0.03%	87
2021 Q2	$49.7K	Sell	335 -50	-13%	-$7.29K	0.03%	89
2021 Q1	$54.5K	Buy	385 +135	+54%	+$18.5K	0.04%	87
2020 Q4	$37.1K	Hold	250	–	–	0.03%	102
2020 Q3	$34.7K	Buy	+250	New	+$34K	0.03%	103

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Baron Financial Group's PEP Position: Q3 2022 in Review

Baron Financial Group sold out of PepsiCo (PEP) in Q3 2022, closing a stake of 335 shares — an estimated $55.9K sold.

Baron Financial Group first reported a position in PEP in Q3 2020 and held it in 8 quarters. The position peaked at $58.2K in Q4 2021. 3,004 funds tracked by Wall St. Rank hold PEP as of Q3 2022.

Baron Financial Group reported no remaining PepsiCo position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 335 PepsiCo shares in Q3 2022, an estimated $55.9K.
Baron Financial Group first reported a position in PepsiCo in Q3 2020 and held it in 8 quarters.
Baron Financial Group's PepsiCo position peaked at $58.2K in Q4 2021.
3,004 funds tracked by Wall St. Rank held PepsiCo as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.