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Benchmark Capital Advisors’s PepsiCo PEP Stock Holding History

Benchmark Capital 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
2018
Q4 		$243K Hold
2,200
– – 0.24% 87
2018
Q3 		$246K Buy
+2,200
New +$249K 0.19% 106

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benchmark Capital Advisors's PEP Position: Q4 2018 in Review

Benchmark Capital Advisors held its PepsiCo (PEP) position steady in Q4 2018 at 2,200 shares worth $243K. The position accounts for 0.24% of the portfolio, ranked #87.

Benchmark Capital Advisors first reported a position in PEP in Q3 2018 and has held it in 2 quarters since. The position peaked at $246K in Q3 2018. 2,260 funds tracked by Wall St. Rank hold PEP as of Q4 2018.

  • Benchmark Capital Advisors held 2,200 shares of PepsiCo worth $243K as of Q4 2018.
  • Benchmark Capital Advisors left its PepsiCo share count unchanged in Q4 2018.
  • PepsiCo made up 0.24% of Benchmark Capital Advisors's portfolio in Q4 2018, its #87 holding.
  • Benchmark Capital Advisors first reported a position in PepsiCo in Q3 2018 and has held it in 2 quarters since.
  • Benchmark Capital Advisors's PepsiCo position peaked at $246K in Q3 2018.
  • 2,260 funds tracked by Wall St. Rank held PepsiCo as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.