Meredith Wealth Planning’s PepsiCo PEP Stock Holding History

Meredith 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 Q2	–	Sell	-2,179	Closed	-$397K	–	56
2023 Q1	$397K	Sell	2,179 -22	-1%	-$3.85K	0.32%	30
2022 Q4	$398K	Buy	+2,201	New	+$393K	0.34%	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

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

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

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

Meredith Wealth Planning's PEP Position: Q2 2023 in Review

Meredith Wealth Planning sold out of PepsiCo (PEP) in Q2 2023, closing a stake of 2,179 shares — an estimated $397K sold.

Meredith Wealth Planning first reported a position in PEP in Q4 2022 and held it in 2 quarters. The position peaked at $398K in Q4 2022. 3,208 funds tracked by Wall St. Rank hold PEP as of Q2 2023.

Meredith Wealth Planning reported no remaining PepsiCo position as of Q2 2023 after selling out during the quarter.
Meredith Wealth Planning sold 2,179 PepsiCo shares in Q2 2023, an estimated $397K.
Meredith Wealth Planning first reported a position in PepsiCo in Q4 2022 and held it in 2 quarters.
Meredith Wealth Planning's PepsiCo position peaked at $398K in Q4 2022.
3,208 funds tracked by Wall St. Rank held PepsiCo as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.