Laurel Wealth Planning’s PepsiCo PEP Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-117	Closed	-$21.1K	–	155
2022 Q4	$21.1K	Hold	117	–	–	0.01%	130
2022 Q3	$19K	Hold	117	–	–	0.01%	135
2022 Q2	$19K	Hold	117	–	–	0.01%	139
2022 Q1	$20K	Hold	117	–	–	0.01%	160
2021 Q4	$20K	Hold	117	–	–	0.02%	116
2021 Q3	$18K	Buy	117 +62	+113%	+$9.6K	0.01%	116
2021 Q2	$8K	Hold	55	–	–	0.01%	101
2021 Q1	$8K	Hold	55	–	–	0.01%	94
2020 Q4	$8K	Buy	+55	New	+$7.82K	0.01%	87

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Planning's PEP Position: Q1 2023 in Review

Laurel Wealth Planning sold out of PepsiCo (PEP) in Q1 2023, closing a stake of 117 shares — an estimated $21.1K sold.

Laurel Wealth Planning first reported a position in PEP in Q4 2020 and held it in 9 quarters. The position peaked at $21.1K in Q4 2022. 3,167 funds tracked by Wall St. Rank hold PEP as of Q1 2023.

Laurel Wealth Planning reported no remaining PepsiCo position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 117 PepsiCo shares in Q1 2023, an estimated $21.1K.
Laurel Wealth Planning first reported a position in PepsiCo in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's PepsiCo position peaked at $21.1K in Q4 2022.
3,167 funds tracked by Wall St. Rank held PepsiCo as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.