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Naples Money Management’s PepsiCo PEP Stock Holding History

Naples Money Management’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
2024
Q3 		$35.6K Hold
209
– – 0.03% 102
2024
Q2 		$34.1K Hold
209
– – 0.03% 100
2024
Q1 		$36.6K Hold
209
– – 0.04% 99
2023
Q4 		$35.5K Buy
+209
New +$34.7K 0.03% 101

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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naples Money Management's PEP Position: Q3 2024 in Review

Naples Money Management held its PepsiCo (PEP) position steady in Q3 2024 at 209 shares worth $35.6K. The position accounts for 0.03% of the portfolio, ranked #102.

Naples Money Management first reported a position in PEP in Q4 2023 and has held it in 4 quarters since. The position peaked at $36.6K in Q1 2024. 3,344 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

  • Naples Money Management held 209 shares of PepsiCo worth $35.6K as of Q3 2024.
  • Naples Money Management left its PepsiCo share count unchanged in Q3 2024.
  • PepsiCo made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #102 holding.
  • Naples Money Management first reported a position in PepsiCo in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's PepsiCo position peaked at $36.6K in Q1 2024.
  • 3,344 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.