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D. Scott Neal’s PepsiCo PEP Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-867
Closed -$95K – 134
2018
Q1 		$95K Hold
867
– – 0.05% 60
2017
Q4 		$104K Sell
867
-150
-15% -$17.1K 0.06% 62
2017
Q3 		$113K Buy
1,017
+150
+17% +$17.3K 0.07% 55
2017
Q2 		$100K Sell
867
-71
-8% -$8.14K 0.07% 73
2017
Q1 		$105K Sell
938
-27
-3% -$2.9K 0.07% 63
2016
Q4 		$101K Buy
965
+21
+2% +$2.2K 0.07% 60
2016
Q3 		$103K Hold
944
– – 0.08% 51
2016
Q2 		$100K Buy
944
+71
+8% +$7.33K 0.09% 50
2016
Q1 		$89K Buy
873
+6
+0.7% +$593 0.08% 48
2015
Q4 		$87K Buy
+867
New +$86.5K 0.07% 49

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D. Scott Neal's PEP Position: Q2 2018 in Review

D. Scott Neal sold out of PepsiCo (PEP) in Q2 2018, closing a stake of 867 shares — an estimated $95K sold.

D. Scott Neal first reported a position in PEP in Q4 2015 and held it in 10 quarters. The position peaked at $113K in Q3 2017. 2,118 funds tracked by Wall St. Rank hold PEP as of Q2 2018.

  • D. Scott Neal reported no remaining PepsiCo position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 867 PepsiCo shares in Q2 2018, an estimated $95K.
  • D. Scott Neal first reported a position in PepsiCo in Q4 2015 and held it in 10 quarters.
  • D. Scott Neal's PepsiCo position peaked at $113K in Q3 2017.
  • 2,118 funds tracked by Wall St. Rank held PepsiCo as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.