KFP
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KB Financial Partners’s PepsiCo PEP Stock Holding History

KB Financial 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
2023
Q3 		$8K Hold
47
– – ﹤0.01% 402
2023
Q2 		$9K Sell
47
-5,882
-99% -$1.1M ﹤0.01% 401
2023
Q1 		$1.08M Buy
5,929
+10
+0.2% +$1.75K 0.32% 27
2022
Q4 		$1.07M Sell
5,919
-179
-3% -$31.9K 0.37% 28
2022
Q3 		$996K Buy
6,098
+867
+17% +$149K 0.36% 25
2022
Q2 		$872K Sell
5,231
-28
-0.5% -$4.71K 0.3% 28
2022
Q1 		$880K Buy
5,259
+612
+13% +$103K 0.24% 33
2021
Q4 		$807K Buy
4,647
+1,996
+75% +$326K 0.23% 33
2021
Q3 		$399K Buy
2,651
+220
+9% +$34.1K 0.15% 92
2021
Q2 		$360K Buy
2,431
+452
+23% +$65.9K 0.14% 90
2021
Q1 		$280K Buy
+1,979
New +$272K 0.12% 94

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KB Financial Partners's PEP Position: Q3 2023 in Review

KB Financial Partners held its PepsiCo (PEP) position steady in Q3 2023 at 47 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

KB Financial Partners first reported a position in PEP in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2023. 3,186 funds tracked by Wall St. Rank hold PEP as of Q3 2023.

  • KB Financial Partners held 47 shares of PepsiCo worth $8K as of Q3 2023.
  • KB Financial Partners left its PepsiCo share count unchanged in Q3 2023.
  • PepsiCo made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #402 holding.
  • KB Financial Partners first reported a position in PepsiCo in Q1 2021 and has held it in 11 quarters since.
  • KB Financial Partners's PepsiCo position peaked at $1.08M in Q1 2023.
  • 3,186 funds tracked by Wall St. Rank held PepsiCo as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.