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BDO Wealth Advisors’s PepsiCo PEP Stock Holding History

BDO Wealth 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
2023
Q2 		$604K Buy
3,259
+325
+11% +$60.6K 0.07% 161
2023
Q1 		$535K Hold
2,934
– – 0.07% 165
2022
Q4 		$530K Buy
2,934
+106
+4% +$18.9K 0.07% 172
2022
Q3 		$462K Buy
2,828
+50
+2% +$8.62K 0.06% 173
2022
Q2 		$463K Hold
2,778
– – 0.06% 182
2022
Q1 		$465K Sell
2,778
-221
-7% -$37.1K 0.05% 188
2021
Q4 		$521K Sell
2,999
-1,229
-29% -$201K 0.06% 182
2021
Q3 		$636K Hold
4,228
– – 0.07% 165
2021
Q2 		$626K Buy
4,228
+2
+0% +$291 0.07% 168
2021
Q1 		$598K Buy
4,226
+821
+24% +$113K 0.07% 165
2020
Q4 		$505K Buy
3,405
+25
+0.7% +$3.55K 0.07% 146
2020
Q3 		$468K Sell
3,380
-172
-5% -$23.4K 0.08% 137
2020
Q2 		$470K Hold
3,552
– – 0.08% 130
2020
Q1 		$427K Buy
3,552
+878
+33% +$119K 0.09% 131
2019
Q4 		$365K Sell
2,674
-140
-5% -$19.1K 0.09% 129
2019
Q3 		$386K Buy
2,814
+175
+7% +$23.2K 0.1% 132
2019
Q2 		$346K Buy
2,639
+787
+42% +$101K 0.09% 136
2019
Q1 		$227K Hold
1,852
– – 0.07% 162
2018
Q4 		$205K Sell
1,852
-68
-4% -$7.67K 0.07% 146
2018
Q3 		$215K Sell
1,920
-133
-6% -$15.1K 0.07% 150
2018
Q2 		$224K Buy
2,053
+1,770
+625% +$183K 0.08% 148
2018
Q1 		$31K Sell
283
-278
-50% -$31.6K 0.01% 286
2017
Q4 		$67K Sell
561
-168
-23% -$19.2K 0.03% 188
2017
Q3 		$81K Buy
729
+72
+11% +$8.32K 0.04% 152
2017
Q2 		$76K Buy
+657
New +$75.4K 0.03% 194

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's PEP Position: Q2 2023 in Review

BDO Wealth Advisors increased its PepsiCo (PEP) stake by 11% in Q2 2023, buying an estimated $60.6K and bringing the position to 3,259 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #161.

BDO Wealth Advisors first reported a position in PEP in Q2 2017 and has held it in 25 quarters since. The position peaked at $636K in Q3 2021. 3,208 funds tracked by Wall St. Rank hold PEP as of Q2 2023.

  • BDO Wealth Advisors held 3,259 shares of PepsiCo worth $604K as of Q2 2023.
  • BDO Wealth Advisors bought 325 PepsiCo shares in Q2 2023, an estimated $60.6K.
  • PepsiCo made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #161 holding.
  • BDO Wealth Advisors first reported a position in PepsiCo in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's PepsiCo position peaked at $636K in Q3 2021.
  • 3,208 funds tracked by Wall St. Rank held PepsiCo as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.