Insight Capital Research & Management’s PepsiCo PEP Stock Holding History

Insight Capital Research & 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
2017 Q3	–	Sell	-15,525	Closed	-$1.79M	–	128
2017 Q2	$1.79M	Buy	+15,525	New	+$1.78M	1.05%	43
2016 Q3	–	Sell	-19,127	Closed	-$2.03M	–	119
2016 Q2	$2.03M	Sell	19,127 -3,244	-15%	-$335K	0.71%	80
2016 Q1	$2.29M	Buy	22,371 +175	+0.8%	+$17.3K	0.71%	69
2015 Q4	$2.22M	Sell	22,196 -168	-0.8%	-$16.8K	0.65%	70
2015 Q3	$2.11M	Sell	22,364 -47	-0.2%	-$4.47K	0.64%	69
2015 Q2	$2.09M	Buy	22,411 +518	+2%	+$49.5K	0.55%	74
2015 Q1	$2.09M	Sell	21,893 -12,075	-36%	-$1.17M	0.52%	83
2014 Q4	$3.21M	Sell	33,968 -608	-2%	-$58.3K	0.82%	54
2014 Q3	$3.22M	Buy	34,576 +2,491	+8%	+$227K	0.84%	56
2014 Q2	$2.87M	Buy	+32,085	New	+$2.77M	0.66%	62
2014 Q1	–	Sell	-25,682	Closed	-$2.13M	–	144
2013 Q4	$2.13M	Sell	25,682 -586	-2%	-$48.7K	0.48%	77
2013 Q3	$2.21M	Buy	26,268 +2,016	+8%	+$166K	0.53%	64
2013 Q2	$1.98M	Buy	+24,252	New	+$1.98M	0.51%	71

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Insight Capital Research & Management's PEP Position: Q3 2017 in Review

Insight Capital Research & Management sold out of PepsiCo (PEP) in Q3 2017, closing a stake of 15,525 shares — an estimated $1.79M sold.

Insight Capital Research & Management first reported a position in PEP in Q2 2013 and held it in 13 quarters. The position peaked at $3.22M in Q3 2014. 1,989 funds tracked by Wall St. Rank hold PEP as of Q3 2017.

Insight Capital Research & Management reported no remaining PepsiCo position as of Q3 2017 after selling out during the quarter.
Insight Capital Research & Management sold 15,525 PepsiCo shares in Q3 2017, an estimated $1.79M.
Insight Capital Research & Management first reported a position in PepsiCo in Q2 2013 and held it in 13 quarters.
Insight Capital Research & Management's PepsiCo position peaked at $3.22M in Q3 2014.
1,989 funds tracked by Wall St. Rank held PepsiCo as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.