Keel Point Advisors’s PepsiCo PEP Stock Holding History

Keel Point 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
2014 Q4	$1.17M	Buy	+12,412	New	+$1.19M	0.94%	13

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keel Point Advisors's PEP Position: Q4 2014 in Review

Keel Point Advisors opened a new position in PepsiCo (PEP) in Q4 2014: 12,412 shares worth $1.17M. The stake represents 0.94% of the portfolio and ranks #13 among its holdings.

1,788 funds tracked by Wall St. Rank hold PEP as of Q4 2014.

Keel Point Advisors held 12,412 shares of PepsiCo worth $1.17M as of Q4 2014.
PepsiCo was a new Keel Point Advisors position in Q4 2014.
PepsiCo made up 0.94% of Keel Point Advisors's portfolio in Q4 2014, its #13 holding.
1,788 funds tracked by Wall St. Rank held PepsiCo as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.