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Beck Capital Management’s PepsiCo PEP Stock Holding History

Beck Capital Management’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
2020
Q1 		– Sell
-1,710
Closed -$234K – 107
2019
Q4 		$234K Buy
1,710
+215
+14% +$29.3K 0.11% 100
2019
Q3 		$205K Sell
1,495
-250
-14% -$33.2K 0.11% 90
2019
Q2 		$229K Hold
1,745
– – 0.12% 85
2019
Q1 		$214K Sell
1,745
-555
-24% -$63.2K 0.1% 95
2018
Q4 		$254K Sell
2,300
-100
-4% -$11.3K 0.22% 58
2018
Q3 		$268K Sell
2,400
-246
-9% -$27.9K 0.12% 89
2018
Q2 		$288K Buy
2,646
+205
+8% +$21.2K 0.14% 80
2018
Q1 		$266K Buy
2,441
+55
+2% +$6.25K 0.12% 98
2017
Q4 		$286K Hold
2,386
– – 0.13% 97
2017
Q3 		$266K Sell
2,386
-200
-8% -$23.1K 0.13% 93
2017
Q2 		$303K Hold
2,586
– – 0.16% 84
2017
Q1 		$289K Sell
2,586
-990
-28% -$106K 0.15% 85
2016
Q4 		$374K Hold
3,576
– – 0.21% 75
2016
Q3 		$389K Sell
3,576
-255
-7% -$27.5K 0.24% 72
2016
Q2 		$406K Hold
3,831
– – 0.26% 78
2016
Q1 		$392K Sell
3,831
-50
-1% -$4.94K 0.27% 69
2015
Q4 		$388K Buy
3,881
+40
+1% +$3.99K 0.23% 82
2015
Q3 		$373K Hold
3,841
– – 0.26% 76
2015
Q2 		$359K Sell
3,841
-100
-3% -$9.56K 0.19% 101
2015
Q1 		$377K Sell
3,941
-400
-9% -$38.7K 0.22% 97
2014
Q4 		$410K Sell
4,341
-589
-12% -$56.5K 0.24% 99
2014
Q3 		$461K Sell
4,930
-149
-3% -$13.6K 0.32% 90
2014
Q2 		$454K Sell
5,079
-795
-14% -$68.7K 0.3% 96
2014
Q1 		$487K Sell
5,874
-165
-3% -$13.4K 0.37% 93
2013
Q4 		$484K Buy
+6,039
New +$501K 0.39% 84

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beck Capital Management's PEP Position: Q1 2020 in Review

Beck Capital Management sold out of PepsiCo (PEP) in Q1 2020, closing a stake of 1,710 shares — an estimated $234K sold.

Beck Capital Management first reported a position in PEP in Q4 2013 and held it in 25 quarters. The position peaked at $487K in Q1 2014. 2,474 funds tracked by Wall St. Rank hold PEP as of Q1 2020.

  • Beck Capital Management reported no remaining PepsiCo position as of Q1 2020 after selling out during the quarter.
  • Beck Capital Management sold 1,710 PepsiCo shares in Q1 2020, an estimated $234K.
  • Beck Capital Management first reported a position in PepsiCo in Q4 2013 and held it in 25 quarters.
  • Beck Capital Management's PepsiCo position peaked at $487K in Q1 2014.
  • 2,474 funds tracked by Wall St. Rank held PepsiCo as of Q1 2020.

Based on Beck Capital Management's 13F filing for Q1 2020, filed 15 May 2020.