Divergent Wealth Advisors’s PepsiCo PEP Stock Holding History

Divergent Wealth 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 Q2	–	Sell	-31	Closed	-$3K	–	163
2018 Q1	$3K	Buy	+31	New	+$3.53K	﹤0.01%	135

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divergent Wealth Advisors's PEP Position: Q2 2018 in Review

Divergent Wealth Advisors sold out of PepsiCo (PEP) in Q2 2018, closing a stake of 31 shares — an estimated $3K sold.

Divergent Wealth Advisors first reported a position in PEP in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 2,118 funds tracked by Wall St. Rank hold PEP as of Q2 2018.

Divergent Wealth Advisors reported no remaining PepsiCo position as of Q2 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 31 PepsiCo shares in Q2 2018, an estimated $3K.
Divergent Wealth Advisors first reported a position in PepsiCo in Q1 2018 and held it in 1 quarter.
Divergent Wealth Advisors's PepsiCo position peaked at $3K in Q1 2018.
2,118 funds tracked by Wall St. Rank held PepsiCo as of Q2 2018.

Based on Divergent Wealth Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.