Benedetti & Gucer’s PepsiCo PEP Stock Holding History

Benedetti & Gucer’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 Q4	–	Sell	-1,423	Closed	-$241K	–	147
2023 Q3	$241K	Sell	1,423 -400	-22%	-$72.7K	0.13%	118
2023 Q2	$338K	Buy	1,823 +196	+12%	+$36.6K	0.17%	102
2023 Q1	$297K	Buy	+1,627	New	+$284K	0.17%	110

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Benedetti & Gucer's PEP Position: Q4 2023 in Review

Benedetti & Gucer sold out of PepsiCo (PEP) in Q4 2023, closing a stake of 1,423 shares — an estimated $241K sold.

Benedetti & Gucer first reported a position in PEP in Q1 2023 and held it in 3 quarters. The position peaked at $338K in Q2 2023. 3,339 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

Benedetti & Gucer reported no remaining PepsiCo position as of Q4 2023 after selling out during the quarter.
Benedetti & Gucer sold 1,423 PepsiCo shares in Q4 2023, an estimated $241K.
Benedetti & Gucer first reported a position in PepsiCo in Q1 2023 and held it in 3 quarters.
Benedetti & Gucer's PepsiCo position peaked at $338K in Q2 2023.
3,339 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Benedetti & Gucer's 13F filing for Q4 2023, filed 12 Feb 2024.