Catalyst Wealth Management’s PepsiCo PEP Stock Holding History

Catalyst 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
2023 Q1	$1.74M	Buy	9,517 +290	+3%	+$50.7K	1.63%	12
2022 Q4	$1.67M	Buy	+9,227	New	+$1.65M	1.57%	14

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 $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catalyst Wealth Management's PEP Position: Q1 2023 in Review

Catalyst Wealth Management increased its PepsiCo (PEP) stake by 3.1% in Q1 2023, buying an estimated $50.7K and bringing the position to 9,517 shares worth $1.74M. The position accounts for 1.63% of the portfolio, ranked #12.

Catalyst Wealth Management first reported a position in PEP in Q4 2022 and has held it in 2 quarters since. 3,170 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Catalyst Wealth Management held 9,517 shares of PepsiCo worth $1.74M as of Q1 2023.
Catalyst Wealth Management bought 290 PepsiCo shares in Q1 2023, an estimated $50.7K.
PepsiCo made up 1.63% of Catalyst Wealth Management's portfolio in Q1 2023, its #12 holding.
Catalyst Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 2 quarters since.
3,170 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.