Platte River Wealth Advisors’s PepsiCo PEP Stock Holding History

Platte River Wealth Advisors’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	$218K	Hold	1,280	–	–	0.06%	91
2024 Q2	$211K	Hold	1,280	–	–	0.06%	92
2024 Q1	$224K	Sell	1,280 -2,680	-68%	-$451K	0.06%	88
2023 Q4	$673K	Buy	3,960 +955	+32%	+$158K	0.22%	61
2023 Q3	$509K	Buy	3,005 +1,425	+90%	+$259K	0.19%	62
2023 Q2	$293K	Buy	1,580 +300	+23%	+$56K	0.1%	82
2023 Q1	$233K	Sell	1,280 -54	-4%	-$9.44K	0.09%	85
2022 Q4	$241K	Buy	1,334 +54	+4%	+$9.63K	0.1%	83
2022 Q3	$209K	Hold	1,280	–	–	0.09%	83
2022 Q2	$213K	Hold	1,280	–	–	0.09%	84
2022 Q1	$214K	Hold	1,280	–	–	0.08%	82
2021 Q4	$223K	Sell	1,280 -515	-29%	-$84.1K	0.08%	84
2021 Q3	$270K	Hold	1,795	–	–	0.1%	81
2021 Q2	$266K	Hold	1,795	–	–	0.1%	82
2021 Q1	$256K	Sell	1,795 -1,223	-41%	-$168K	0.11%	79
2020 Q4	$421K	Hold	3,018	–	–	0.18%	71
2020 Q3	$418K	Hold	3,018	–	–	0.22%	65
2020 Q2	$402K	Buy	+3,018	New	+$398K	0.22%	72
2019 Q4	$351K	Buy	+2,468	New	+$336K	0.18%	102

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

Norges Bank Oslo, Norway $935B AUM

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

Platte River Wealth Advisors's PEP Position: Q3 2024 in Review

Platte River Wealth Advisors held its PepsiCo (PEP) position steady in Q3 2024 at 1,280 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #91.

Platte River Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 19 quarters since. The position peaked at $673K in Q4 2023. 3,343 funds tracked by Wall St. Rank hold PEP as of Q3 2024.

Platte River Wealth Advisors held 1,280 shares of PepsiCo worth $218K as of Q3 2024.
Platte River Wealth Advisors left its PepsiCo share count unchanged in Q3 2024.
PepsiCo made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #91 holding.
Platte River Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's PepsiCo position peaked at $673K in Q4 2023.
3,343 funds tracked by Wall St. Rank held PepsiCo as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.