MBE
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Michael B. Elefante’s PepsiCo PEP Stock Holding History

Michael B. Elefante’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
2014
Q4 		$1.61M Sell
17,069
-37,540
-69% -$3.6M 1.76% 21
2014
Q3 		$5.08M Sell
54,609
-2,000
-4% -$183K 2.19% 19
2014
Q2 		$5.06M Sell
56,609
-16,216
-22% -$1.4M 2.11% 20
2014
Q1 		$6.08M Buy
72,825
+265
+0.4% +$21.5K 2.63% 12
2013
Q4 		$6.02M Sell
72,560
-575
-0.8% -$47.7K 2.77% 11
2013
Q3 		$5.81M Buy
73,135
+205
+0.3% +$16.8K 2.91% 10
2013
Q2 		$5.96M Buy
+72,930
New +$5.96M 3.24% 9

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return