Coppell Advisory Solutions Corp’s PepsiCo PEP Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$1.41M	Buy	+8,059	New	+$1.36M	0.27%	87
2023 Q1	$798K	Buy	4,416 +311	+8%	+$54.4K	0.26%	96
2022 Q4	$742K	Buy	+4,105	New	+$732K	0.25%	95

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Coppell Advisory Solutions Corp's PEP Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in PepsiCo (PEP) in Q1 2024: 8,059 shares worth $1.41M. The stake represents 0.27% of the portfolio and ranks #87 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PEP as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in PEP in Q4 2022 and has held it in 3 quarters since. 3,361 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

Coppell Advisory Solutions Corp held 8,059 shares of PepsiCo worth $1.41M as of Q1 2024.
PepsiCo was a new Coppell Advisory Solutions Corp position in Q1 2024.
PepsiCo made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #87 holding.
Coppell Advisory Solutions Corp first reported a position in PepsiCo in Q4 2022 and has held it in 3 quarters since.
3,361 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.