BBJS Financial Advisors’s PepsiCo PEP Stock Holding History

BBJS Financial Advisors’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	$17K	Hold	100	–	–	0.01%	102
2024 Q2	$16.5K	Buy	+100	New	+$17.3K	0.01%	112

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

BBJS Financial Advisors's PEP Position: Q3 2024 in Review

BBJS Financial Advisors held its PepsiCo (PEP) position steady in Q3 2024 at 100 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #102.

BBJS Financial Advisors first reported a position in PEP in Q2 2024 and has held it in 2 quarters since. 3,343 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

BBJS Financial Advisors held 100 shares of PepsiCo worth $17K as of Q3 2024.
BBJS Financial Advisors left its PepsiCo share count unchanged in Q3 2024.
PepsiCo made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #102 holding.
BBJS Financial Advisors first reported a position in PepsiCo in Q2 2024 and has held it in 2 quarters since.
3,343 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.