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Milestone Investment Advisors’s PepsiCo PEP Stock Holding History

Milestone Investment Advisors’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
-3,338
Closed -$566K – 349
2023
Q3 		$566K Buy
+3,338
New +$606K 0.16% 59
2023
Q2 		– Sell
-3,486
Closed -$635K – 345
2023
Q1 		$635K Buy
+3,486
New +$609K 0.2% 47

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

Milestone Investment Advisors's PEP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of PepsiCo (PEP) in Q4 2023, closing a stake of 3,338 shares — an estimated $566K sold.

Milestone Investment Advisors first reported a position in PEP in Q1 2023 and held it in 2 quarters. The position peaked at $635K in Q1 2023. 3,340 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining PepsiCo position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,338 PepsiCo shares in Q4 2023, an estimated $566K.
  • Milestone Investment Advisors first reported a position in PepsiCo in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's PepsiCo position peaked at $635K in Q1 2023.
  • 3,340 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.