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Hoover Financial Advisors’s PepsiCo PEP Stock Holding History

Hoover Financial 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
2021
Q2 		$273K Hold
1,842
– – 0.05% 106
2021
Q1 		$268K Sell
1,842
-166
-8% -$22.8K 0.05% 99
2020
Q4 		$285K Buy
2,008
+194
+11% +$27.6K 0.07% 81
2020
Q3 		$251K Buy
1,814
+85
+5% +$11.6K 0.08% 85
2020
Q2 		$229K Sell
1,729
-15
-0.9% -$1.98K 0.09% 83
2020
Q1 		$209K Buy
1,744
+15
+0.9% +$2.03K 0.12% 77
2019
Q4 		$236K Buy
+1,729
New +$235K 0.12% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hoover Financial Advisors's PEP Position: Q2 2021 in Review

Hoover Financial Advisors held its PepsiCo (PEP) position steady in Q2 2021 at 1,842 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #106.

Hoover Financial Advisors first reported a position in PEP in Q4 2019 and has held it in 7 quarters since. The position peaked at $285K in Q4 2020. 2,752 funds tracked by Wall St. Rank hold PEP as of Q2 2021.

  • Hoover Financial Advisors held 1,842 shares of PepsiCo worth $273K as of Q2 2021.
  • Hoover Financial Advisors left its PepsiCo share count unchanged in Q2 2021.
  • PepsiCo made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #106 holding.
  • Hoover Financial Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 7 quarters since.
  • Hoover Financial Advisors's PepsiCo position peaked at $285K in Q4 2020.
  • 2,752 funds tracked by Wall St. Rank held PepsiCo as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.