M&G Investments (USA)’s PepsiCo PEP Stock Holding History

M&G Investments (USA)’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 Q4	$1.95M	Buy	+11,460	New	+$1.9M	1.92%	29

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

M&G Investments (USA)'s PEP Position: Q4 2023 in Review

M&G Investments (USA) opened a new position in PepsiCo (PEP) in Q4 2023: 11,460 shares worth $1.95M. The stake represents 1.92% of the portfolio and ranks #29 among its holdings.

3,339 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

M&G Investments (USA) held 11,460 shares of PepsiCo worth $1.95M as of Q4 2023.
PepsiCo was a new M&G Investments (USA) position in Q4 2023.
PepsiCo made up 1.92% of M&G Investments (USA)'s portfolio in Q4 2023, its #29 holding.
3,339 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on M&G Investments (USA)'s 13F filing for Q4 2023, filed 8 May 2024.