Capstone Financial Group’s PepsiCo PEP Stock Holding History

Capstone Financial Group’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	$278K	Buy	+2,052	New	+$279K	0.21%	69

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capstone Financial Group's PEP Position: Q3 2020 in Review

Capstone Financial Group opened a new position in PepsiCo (PEP) in Q3 2020: 2,052 shares worth $278K. The stake represents 0.21% of the portfolio and ranks #69 among its holdings.

2,519 funds tracked by Wall St. Rank hold PEP as of Q3 2020.

Capstone Financial Group held 2,052 shares of PepsiCo worth $278K as of Q3 2020.
PepsiCo was a new Capstone Financial Group position in Q3 2020.
PepsiCo made up 0.21% of Capstone Financial Group's portfolio in Q3 2020, its #69 holding.
2,519 funds tracked by Wall St. Rank held PepsiCo as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.