KI
PEP icon

Koch Industries’s PepsiCo PEP Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-7,531
Closed -$822K – 459
2018
Q1 		$822K Buy
7,531
+3,806
+102% +$433K 0.08% 197
2017
Q4 		$447K Buy
3,725
+502
+16% +$57.3K 0.07% 291
2017
Q3 		$360K Buy
3,223
+1,420
+79% +$164K 0.09% 237
2017
Q2 		$208K Buy
+1,803
New +$207K 0.06% 416

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koch Industries's PEP Position: Q2 2018 in Review

Koch Industries sold out of PepsiCo (PEP) in Q2 2018, closing a stake of 7,531 shares — an estimated $822K sold.

Koch Industries first reported a position in PEP in Q2 2017 and held it in 4 quarters. The position peaked at $822K in Q1 2018. 2,118 funds tracked by Wall St. Rank hold PEP as of Q2 2018.

  • Koch Industries reported no remaining PepsiCo position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 7,531 PepsiCo shares in Q2 2018, an estimated $822K.
  • Koch Industries first reported a position in PepsiCo in Q2 2017 and held it in 4 quarters.
  • Koch Industries's PepsiCo position peaked at $822K in Q1 2018.
  • 2,118 funds tracked by Wall St. Rank held PepsiCo as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.