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Monumental Financial Group’s PepsiCo PEP Stock Holding History

Monumental Financial Group’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
-6,197
Closed -$1.13M – 74
2023
Q1 		$1.13M Buy
6,197
+332
+6% +$58K 0.81% 35
2022
Q4 		$1.06M Buy
+5,865
New +$1.05M 0.86% 27

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Monumental Financial Group's PEP Position: Q2 2023 in Review

Monumental Financial Group sold out of PepsiCo (PEP) in Q2 2023, closing a stake of 6,197 shares — an estimated $1.13M sold.

Monumental Financial Group first reported a position in PEP in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q1 2023. 3,211 funds tracked by Wall St. Rank hold PEP as of Q2 2023.

  • Monumental Financial Group reported no remaining PepsiCo position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 6,197 PepsiCo shares in Q2 2023, an estimated $1.13M.
  • Monumental Financial Group first reported a position in PepsiCo in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's PepsiCo position peaked at $1.13M in Q1 2023.
  • 3,211 funds tracked by Wall St. Rank held PepsiCo as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.