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Gateway Advisory’s PepsiCo PEP Stock Holding History

Gateway Advisory’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
Q3 		$387K Buy
2,273
+190
+9% +$32.6K 0.06% 104
2024
Q2 		$344K Buy
2,083
+179
+9% +$30.9K 0.06% 111
2024
Q1 		$333K Buy
1,904
+348
+22% +$58.6K 0.06% 108
2023
Q4 		$264K Buy
+1,556
New +$258K 0.05% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gateway Advisory's PEP Position: Q3 2024 in Review

Gateway Advisory increased its PepsiCo (PEP) stake by 9.1% in Q3 2024, buying an estimated $32.6K and bringing the position to 2,273 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #104.

Gateway Advisory first reported a position in PEP in Q4 2023 and has held it in 4 quarters since. 3,342 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

  • Gateway Advisory held 2,273 shares of PepsiCo worth $387K as of Q3 2024.
  • Gateway Advisory bought 190 PepsiCo shares in Q3 2024, an estimated $32.6K.
  • PepsiCo made up 0.06% of Gateway Advisory's portfolio in Q3 2024, its #104 holding.
  • Gateway Advisory first reported a position in PepsiCo in Q4 2023 and has held it in 4 quarters since.
  • 3,342 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.