Fox Hill Wealth Management’s PepsiCo PEP Stock Holding History

Fox Hill Wealth 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
2024 Q1	–	Sell	-9,485	Closed	-$1.61M	–	149
2023 Q4	$1.61M	Buy	+9,485	New	+$1.57M	1.24%	22

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

Fox Hill Wealth Management's PEP Position: Q1 2024 in Review

Fox Hill Wealth Management sold out of PepsiCo (PEP) in Q1 2024, closing a stake of 9,485 shares — an estimated $1.61M sold.

Fox Hill Wealth Management first reported a position in PEP in Q4 2023 and held it in 1 quarter. The position peaked at $1.61M in Q4 2023. 3,361 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

Fox Hill Wealth Management reported no remaining PepsiCo position as of Q1 2024 after selling out during the quarter.
Fox Hill Wealth Management sold 9,485 PepsiCo shares in Q1 2024, an estimated $1.61M.
Fox Hill Wealth Management first reported a position in PepsiCo in Q4 2023 and held it in 1 quarter.
Fox Hill Wealth Management's PepsiCo position peaked at $1.61M in Q4 2023.
3,361 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Fox Hill Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.