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Professional Financial Advisors’s PepsiCo PEP Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-609
Closed -$99K – 345
2022
Q3 		$99K Hold
609
– – 0.06% 108
2022
Q2 		$101K Hold
609
– – 0.06% 109
2022
Q1 		$102K Hold
609
– – 0.04% 107
2021
Q4 		$106K Hold
609
– – 0.05% 129
2021
Q3 		$92K Buy
609
+14
+2% +$2.17K 0.05% 115
2021
Q2 		$87K Hold
595
– – 0.05% 125
2021
Q1 		$84K Hold
595
– – 0.05% 116
2020
Q4 		$88K Hold
595
– – 0.07% 107
2020
Q3 		$79K Buy
+595
New +$80.9K 0.07% 104

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Professional Financial Advisors's PEP Position: Q4 2022 in Review

Professional Financial Advisors sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 609 shares — an estimated $99K sold.

Professional Financial Advisors first reported a position in PEP in Q3 2020 and held it in 9 quarters. The position peaked at $106K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

  • Professional Financial Advisors reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 609 PepsiCo shares in Q4 2022, an estimated $99K.
  • Professional Financial Advisors first reported a position in PepsiCo in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's PepsiCo position peaked at $106K in Q4 2021.
  • 3,195 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.