Hefty Wealth Partners’s PepsiCo PEP Stock Holding History

Hefty Wealth Partners’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 Q1	$10K	Hold	96	–	–	0.01%	183
2017 Q4	$12K	Hold	96	–	–	0.01%	182
2017 Q3	$11K	Hold	96	–	–	0.01%	180
2017 Q2	$11K	Hold	96	–	–	0.01%	167
2017 Q1	$10K	Hold	96	–	–	0.01%	174
2016 Q4	$10K	Hold	96	–	–	0.01%	162
2016 Q3	$10K	Hold	96	–	–	0.01%	172
2016 Q2	$10K	Hold	96	–	–	0.01%	144
2016 Q1	$9K	Hold	96	–	–	0.01%	154
2015 Q4	$9K	Buy	+96	New	+$9.58K	0.01%	143

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Hefty Wealth Partners's PEP Position: Q1 2018 in Review

Hefty Wealth Partners held its PepsiCo (PEP) position steady in Q1 2018 at 96 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #183.

Hefty Wealth Partners first reported a position in PEP in Q4 2015 and has held it in 10 quarters since. The position peaked at $12K in Q4 2017. 2,145 funds tracked by Wall St. Rank hold PEP as of Q1 2018.

Hefty Wealth Partners held 96 shares of PepsiCo worth $10K as of Q1 2018.
Hefty Wealth Partners left its PepsiCo share count unchanged in Q1 2018.
PepsiCo made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #183 holding.
Hefty Wealth Partners first reported a position in PepsiCo in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's PepsiCo position peaked at $12K in Q4 2017.
2,145 funds tracked by Wall St. Rank held PepsiCo as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.