CCM
PEP icon

Credo Capital Management’s PepsiCo PEP Stock Holding History

Credo Capital 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
2013
Q4 		$63K Buy
759
+137
+22% +$11.4K 0.27% 73
2013
Q3 		$49K Buy
+622
New +$51.1K 0.08% 74

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credo Capital Management's PEP Position: Q4 2013 in Review

Credo Capital Management increased its PepsiCo (PEP) stake by 22% in Q4 2013, buying an estimated $11.4K and bringing the position to 759 shares worth $63K. The position accounts for 0.27% of the portfolio, ranked #73.

Credo Capital Management first reported a position in PEP in Q3 2013 and has held it in 2 quarters since. 1,656 funds tracked by Wall St. Rank hold PEP as of Q4 2013.

  • Credo Capital Management held 759 shares of PepsiCo worth $63K as of Q4 2013.
  • Credo Capital Management bought 137 PepsiCo shares in Q4 2013, an estimated $11.4K.
  • PepsiCo made up 0.27% of Credo Capital Management's portfolio in Q4 2013, its #73 holding.
  • Credo Capital Management first reported a position in PepsiCo in Q3 2013 and has held it in 2 quarters since.
  • 1,656 funds tracked by Wall St. Rank held PepsiCo as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.