Clear Perspectives Financial Planning’s PepsiCo PEP Stock Holding History

Clear Perspectives Financial Planning’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	$135K	Hold	738	–	–	0.08%	48
2022 Q4	$133K	Sell	738 -8	-1%	-$1.43K	0.07%	52
2022 Q3	$122K	Buy	746 +8	+1%	+$1.38K	0.06%	55
2022 Q2	$123K	Hold	738	–	–	0.05%	62
2022 Q1	$124K	Hold	738	–	–	0.05%	64
2021 Q4	$128K	Buy	738 +30	+4%	+$4.9K	0.05%	72
2021 Q3	$106K	Hold	708	–	–	0.05%	73
2021 Q2	$105K	Hold	708	–	–	0.05%	72
2021 Q1	$100K	Hold	708	–	–	0.06%	65
2020 Q4	$105K	Buy	+708	New	+$101K	0.07%	65

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

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

Clear Perspectives Financial Planning's PEP Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its PepsiCo (PEP) position steady in Q1 2023 at 738 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #48.

Clear Perspectives Financial Planning first reported a position in PEP in Q4 2020 and has held it in 10 quarters since. 3,167 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Clear Perspectives Financial Planning held 738 shares of PepsiCo worth $135K as of Q1 2023.
Clear Perspectives Financial Planning left its PepsiCo share count unchanged in Q1 2023.
PepsiCo made up 0.08% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #48 holding.
Clear Perspectives Financial Planning first reported a position in PepsiCo in Q4 2020 and has held it in 10 quarters since.
3,167 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.