MPS Loria Financial Planners’s PepsiCo PEP Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-986	Closed	-$139K	–	443
2021 Q1	$139K	Buy	986 +8	+0.8%	+$1.1K	0.06%	98
2020 Q4	$141K	Buy	978 +126	+15%	+$17.9K	0.06%	98
2020 Q3	$118K	Buy	852 +13	+2%	+$1.77K	0.06%	96
2020 Q2	$111K	Buy	+839	New	+$111K	0.06%	94
2018 Q2	–	Sell	-2,036	Closed	-$222K	–	69
2018 Q1	$222K	Buy	2,036 +9	+0.4%	+$1.02K	0.16%	65
2017 Q4	$243K	Buy	2,027 +10	+0.5%	+$1.14K	0.17%	67
2017 Q3	$225K	Hold	2,017	–	–	0.16%	67
2017 Q2	$240K	Buy	+2,017	New	+$231K	0.16%	61

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MPS Loria Financial Planners's PEP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of PepsiCo (PEP) in Q2 2021, closing a stake of 986 shares — an estimated $139K sold.

MPS Loria Financial Planners first reported a position in PEP in Q2 2017 and held it in 8 quarters. The position peaked at $243K in Q4 2017. 2,751 funds tracked by Wall St. Rank hold PEP as of Q2 2021.

MPS Loria Financial Planners reported no remaining PepsiCo position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 986 PepsiCo shares in Q2 2021, an estimated $139K.
MPS Loria Financial Planners first reported a position in PepsiCo in Q2 2017 and held it in 8 quarters.
MPS Loria Financial Planners's PepsiCo position peaked at $243K in Q4 2017.
2,751 funds tracked by Wall St. Rank held PepsiCo as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.