IF
PEP icon

Insight Folios’s PepsiCo PEP Stock Holding History

Insight Folios’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 		$324K Buy
1,906
+76
+4% +$13.1K 0.12% 99
2024
Q2 		$302K Buy
1,830
+60
+3% +$10.4K 0.12% 92
2024
Q1 		$310K Sell
1,770
-66
-4% -$11.1K 0.13% 93
2023
Q4 		$312K Sell
1,836
-105
-5% -$17.4K 0.13% 86
2023
Q3 		$329K Sell
1,941
-217
-10% -$39.4K 0.16% 73
2023
Q2 		$400K Sell
2,158
-61
-3% -$11.4K 0.17% 65
2023
Q1 		$404K Sell
2,219
-59
-3% -$10.3K 0.18% 53
2022
Q4 		$412K Buy
2,278
+76
+3% +$13.6K 0.19% 54
2022
Q3 		$359K Buy
2,202
+63
+3% +$10.9K 0.18% 50
2022
Q2 		$357K Buy
2,139
+73
+4% +$12.3K 0.17% 70
2022
Q1 		$346K Buy
2,066
+12
+0.6% +$2.02K 0.15% 86
2021
Q4 		$357K Buy
2,054
+272
+15% +$44.4K 0.17% 82
2021
Q3 		$268K Buy
1,782
+218
+14% +$33.7K 0.15% 88
2021
Q2 		$232K Buy
+1,564
New +$228K 0.14% 71

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

Insight Folios's PEP Position: Q3 2024 in Review

Insight Folios increased its PepsiCo (PEP) stake by 4.2% in Q3 2024, buying an estimated $13.1K and bringing the position to 1,906 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #99.

Insight Folios first reported a position in PEP in Q2 2021 and has held it in 14 quarters since. The position peaked at $412K in Q4 2022. 3,342 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

  • Insight Folios held 1,906 shares of PepsiCo worth $324K as of Q3 2024.
  • Insight Folios bought 76 PepsiCo shares in Q3 2024, an estimated $13.1K.
  • PepsiCo made up 0.12% of Insight Folios's portfolio in Q3 2024, its #99 holding.
  • Insight Folios first reported a position in PepsiCo in Q2 2021 and has held it in 14 quarters since.
  • Insight Folios's PepsiCo position peaked at $412K in Q4 2022.
  • 3,342 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.