MKD Wealth Coaches’s PepsiCo PEP Stock Holding History

MKD Wealth Coaches’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
2019 Q3	–	Sell	-858	Closed	-$38K	–	155
2019 Q2	$38K	Buy	858 +571	+199%	+$73.2K	0.03%	99
2019 Q1	$35K	Buy	+287	New	+$32.7K	0.04%	99

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MKD Wealth Coaches's PEP Position: Q3 2019 in Review

MKD Wealth Coaches sold out of PepsiCo (PEP) in Q3 2019, closing a stake of 858 shares — an estimated $38K sold.

MKD Wealth Coaches first reported a position in PEP in Q1 2019 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 2,328 funds tracked by Wall St. Rank hold PEP as of Q3 2019.

MKD Wealth Coaches reported no remaining PepsiCo position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 858 PepsiCo shares in Q3 2019, an estimated $38K.
MKD Wealth Coaches first reported a position in PepsiCo in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's PepsiCo position peaked at $38K in Q2 2019.
2,328 funds tracked by Wall St. Rank held PepsiCo as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.