Castle Financial & Retirement Planning Associates’s PepsiCo PEP Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$13K	Buy	+75	New	+$12.3K	0.04%	85

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PEP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in PepsiCo (PEP) in Q4 2021: 75 shares worth $13K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

3,035 funds tracked by Wall St. Rank hold PEP as of Q4 2021.

Castle Financial & Retirement Planning Associates held 75 shares of PepsiCo worth $13K as of Q4 2021.
PepsiCo was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
PepsiCo made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #85 holding.
3,035 funds tracked by Wall St. Rank held PepsiCo as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.