PCA Investment Advisory Services’s PepsiCo PEP Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-760	Closed	-$141K	–	332
2023 Q2	$141K	Buy	+760	New	+$142K	0.08%	156

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

PCA Investment Advisory Services's PEP Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of PepsiCo (PEP) in Q3 2023, closing a stake of 760 shares — an estimated $141K sold.

PCA Investment Advisory Services first reported a position in PEP in Q2 2023 and held it in 1 quarter. The position peaked at $141K in Q2 2023. 3,187 funds tracked by Wall St. Rank hold PEP as of Q3 2023.

PCA Investment Advisory Services reported no remaining PepsiCo position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 760 PepsiCo shares in Q3 2023, an estimated $141K.
PCA Investment Advisory Services first reported a position in PepsiCo in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's PepsiCo position peaked at $141K in Q2 2023.
3,187 funds tracked by Wall St. Rank held PepsiCo as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.