BCWM
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Blue Chip Wealth Management’s PepsiCo PEP Stock Holding History

Blue Chip Wealth 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
Q3 		$692K Buy
4,991
+234
+5% +$31.8K 0.55% 44
2020
Q2 		$629K Buy
4,757
+104
+2% +$13.7K 0.6% 47
2020
Q1 		$559K Buy
4,653
+325
+8% +$43.9K 0.7% 39
2019
Q4 		$591K Sell
4,328
-58
-1% -$7.89K 0.55% 51
2019
Q3 		$601K Buy
4,386
+855
+24% +$114K 0.63% 47
2019
Q2 		$463K Buy
3,531
+18
+0.5% +$2.31K 0.49% 53
2019
Q1 		$431K Buy
3,513
+19
+0.5% +$2.17K 0.49% 55
2018
Q4 		$386K Buy
3,494
+119
+4% +$13.4K 0.51% 52
2018
Q3 		$377K Sell
3,375
-631
-16% -$71.5K 0.38% 64
2018
Q2 		$436K Buy
4,006
+86
+2% +$8.88K 0.47% 59
2018
Q1 		$428K Buy
+3,920
New +$446K 0.44% 58

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM