Buck Wealth Strategies’s PepsiCo PEP Stock Holding History

Buck Wealth Strategies’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	-44	Closed	-$7.46K	–	274
2023 Q3	$7.46K	Hold	44	–	–	﹤0.01%	215
2023 Q2	$8.15K	Hold	44	–	–	﹤0.01%	161
2023 Q1	$8.02K	Buy	+44	New	+$7.69K	﹤0.01%	117

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

Buck Wealth Strategies's PEP Position: Q4 2023 in Review

Buck Wealth Strategies sold out of PepsiCo (PEP) in Q4 2023, closing a stake of 44 shares — an estimated $7.46K sold.

Buck Wealth Strategies first reported a position in PEP in Q1 2023 and held it in 3 quarters. The position peaked at $8.15K in Q2 2023. 3,340 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

Buck Wealth Strategies reported no remaining PepsiCo position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 44 PepsiCo shares in Q4 2023, an estimated $7.46K.
Buck Wealth Strategies first reported a position in PepsiCo in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's PepsiCo position peaked at $8.15K in Q2 2023.
3,340 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.