MGO Private Wealth’s PepsiCo PEP Stock Holding History

MGO Private Wealth’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
2022 Q4	–	Sell	-1,549	Closed	-$253K	–	142
2022 Q3	$253K	Buy	+1,549	New	+$267K	0.12%	108

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MGO Private Wealth's PEP Position: Q4 2022 in Review

MGO Private Wealth sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 1,549 shares — an estimated $253K sold.

MGO Private Wealth first reported a position in PEP in Q3 2022 and held it in 1 quarter. The position peaked at $253K in Q3 2022. 3,192 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

MGO Private Wealth reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
MGO Private Wealth sold 1,549 PepsiCo shares in Q4 2022, an estimated $253K.
MGO Private Wealth first reported a position in PepsiCo in Q3 2022 and held it in 1 quarter.
MGO Private Wealth's PepsiCo position peaked at $253K in Q3 2022.
3,192 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on MGO Private Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.