Karp Capital Management’s PepsiCo PEP Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-12	Closed	-$1K	–	296
2018 Q4	$1K	Buy	+12	New	+$1.35K	﹤0.01%	375
2015 Q4	–	Sell	-263	Closed	-$25K	–	233
2015 Q3	$25K	Buy	263 +1	+0.4%	+$95	0.02%	217
2015 Q2	$24K	Buy	262 +1	+0.4%	+$96	0.02%	231
2015 Q1	$25K	Buy	261 +1	+0.4%	+$97	0.02%	228
2014 Q4	$25K	Buy	+260	New	+$24.9K	0.02%	217

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Karp Capital Management's PEP Position: Q1 2019 in Review

Karp Capital Management sold out of PepsiCo (PEP) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

Karp Capital Management first reported a position in PEP in Q4 2014 and held it in 5 quarters. The position peaked at $25K in Q3 2015. 2,299 funds tracked by Wall St. Rank hold PEP as of Q1 2019.

Karp Capital Management reported no remaining PepsiCo position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 12 PepsiCo shares in Q1 2019, an estimated $1K.
Karp Capital Management first reported a position in PepsiCo in Q4 2014 and held it in 5 quarters.
Karp Capital Management's PepsiCo position peaked at $25K in Q3 2015.
2,299 funds tracked by Wall St. Rank held PepsiCo as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.