Chad R. Baker’s PepsiCo PEP Stock Holding History

Chad R. Baker’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 Q4	–	Sell	-13,000	Closed	-$1.8M	–	55
2020 Q3	$1.8M	Hold	13,000	–	–	0.49%	45
2020 Q2	$1.72M	Hold	13,000	–	–	0.52%	45
2020 Q1	$1.56M	Hold	13,000	–	–	0.61%	43
2019 Q4	$1.78M	Sell	13,000 -8,000	-38%	-$1.09M	0.59%	45
2019 Q3	$2.88M	Hold	21,000	–	–	1.02%	38
2019 Q2	$2.75M	Hold	21,000	–	–	0.96%	39
2019 Q1	$2.57M	Hold	21,000	–	–	0.93%	40
2018 Q4	$2.32M	Hold	21,000	–	–	1%	37
2018 Q3	$2.35M	Hold	21,000	–	–	0.86%	41
2018 Q2	$2.29M	Hold	21,000	–	–	0.91%	40
2018 Q1	$2.29M	Hold	21,000	–	–	0.9%	43
2017 Q4	$2.52M	Hold	21,000	–	–	0.99%	42
2017 Q3	$2.34M	Hold	21,000	–	–	0.92%	43
2017 Q2	$2.42M	Hold	21,000	–	–	0.96%	41
2017 Q1	$2.35M	Hold	21,000	–	–	0.96%	41
2016 Q4	$2.2M	Hold	21,000	–	–	0.97%	40
2016 Q3	$2.28M	Hold	21,000	–	–	0.98%	43
2016 Q2	$2.23M	Hold	21,000	–	–	0.99%	39
2016 Q1	$2.15M	Hold	21,000	–	–	0.98%	40
2015 Q4	$2.1M	Buy	+21,000	New	+$2.1M	0.94%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Chad R. Baker's PEP Position: Q4 2020 in Review

Chad R. Baker sold out of PepsiCo (PEP) in Q4 2020, closing a stake of 13,000 shares — an estimated $1.8M sold.

Chad R. Baker first reported a position in PEP in Q4 2015 and held it in 20 quarters. The position peaked at $2.88M in Q3 2019. 2,717 funds tracked by Wall St. Rank hold PEP as of Q4 2020.

Chad R. Baker reported no remaining PepsiCo position as of Q4 2020 after selling out during the quarter.
Chad R. Baker sold 13,000 PepsiCo shares in Q4 2020, an estimated $1.8M.
Chad R. Baker first reported a position in PepsiCo in Q4 2015 and held it in 20 quarters.
Chad R. Baker's PepsiCo position peaked at $2.88M in Q3 2019.
2,717 funds tracked by Wall St. Rank held PepsiCo as of Q4 2020.

Based on Chad R. Baker's 13F filing for Q4 2020, filed 10 Feb 2021.