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Clarfeld Financial Advisors’s PepsiCo PEP Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$71K Buy
+638
New +$71.9K 0.06% 83

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's PEP Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in PepsiCo (PEP) in Q4 2018: 638 shares worth $71K. The stake represents 0.06% of the portfolio and ranks #83 among its holdings.

2,260 funds tracked by Wall St. Rank hold PEP as of Q4 2018.

  • Clarfeld Financial Advisors held 638 shares of PepsiCo worth $71K as of Q4 2018.
  • PepsiCo was a new Clarfeld Financial Advisors position in Q4 2018.
  • PepsiCo made up 0.06% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #83 holding.
  • 2,260 funds tracked by Wall St. Rank held PepsiCo as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.