Better Money Decisions’s PepsiCo PEP Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-884	Closed	-$147K	–	324
2022 Q2	$147K	Buy	+884	New	+$149K	0.12%	70
2021 Q4	–	Sell	-1,372	Closed	-$206K	–	424
2021 Q3	$206K	Hold	1,372	–	–	0.17%	67
2021 Q2	$203K	Buy	1,372 +149	+12%	+$21.7K	0.18%	64
2021 Q1	$173K	Buy	+1,223	New	+$168K	0.18%	61

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Better Money Decisions's PEP Position: Q3 2022 in Review

Better Money Decisions sold out of PepsiCo (PEP) in Q3 2022, closing a stake of 884 shares — an estimated $147K sold.

Better Money Decisions first reported a position in PEP in Q1 2021 and held it in 4 quarters. The position peaked at $206K in Q3 2021. 3,005 funds tracked by Wall St. Rank hold PEP as of Q3 2022.

Better Money Decisions reported no remaining PepsiCo position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 884 PepsiCo shares in Q3 2022, an estimated $147K.
Better Money Decisions first reported a position in PepsiCo in Q1 2021 and held it in 4 quarters.
Better Money Decisions's PepsiCo position peaked at $206K in Q3 2021.
3,005 funds tracked by Wall St. Rank held PepsiCo as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.