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Macroview Investment Management’s PepsiCo PEP Stock Holding History

Macroview Investment Management’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 		– Sell
-35
Closed -$5.93K – 786
2023
Q3 		$5.93K Buy
+35
New +$6.36K 0.01% 393
2019
Q2 		– Sell
-56
Closed -$7K – 349
2019
Q1 		$7K Hold
56
– – 0.02% 165
2018
Q4 		$6K Hold
56
– – 0.02% 151
2018
Q3 		$6K Buy
+56
New +$6.34K 0.02% 150
2017
Q3 		– Sell
-68
Closed -$8K – 184
2017
Q2 		$8K Buy
+68
New +$7.8K 0.04% 108
2014
Q3 		– Sell
-12
Closed -$1K – 279
2014
Q2 		$1K Sell
12
-84
-88% -$7.25K ﹤0.01% 177
2014
Q1 		$8K Buy
+96
New +$7.79K 0.01% 127
2013
Q3 		– Sell
-20
Closed -$2K – 256
2013
Q2 		$2K Buy
+20
New +$1.63K ﹤0.01% 155

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Macroview Investment Management's PEP Position: Q4 2023 in Review

Macroview Investment Management sold out of PepsiCo (PEP) in Q4 2023, closing a stake of 35 shares — an estimated $5.93K sold.

Macroview Investment Management first reported a position in PEP in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q2 2017. 3,339 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

  • Macroview Investment Management reported no remaining PepsiCo position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 35 PepsiCo shares in Q4 2023, an estimated $5.93K.
  • Macroview Investment Management first reported a position in PepsiCo in Q2 2013 and held it in 8 quarters.
  • Macroview Investment Management's PepsiCo position peaked at $8K in Q2 2017.
  • 3,339 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.