Red Mountain Financial’s PepsiCo PEP Stock Holding History

Red Mountain Financial’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 Q4	$285K	Buy	+1,680	New	+$279K	0.44%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Red Mountain Financial's PEP Position: Q4 2023 in Review

Red Mountain Financial opened a new position in PepsiCo (PEP) in Q4 2023: 1,680 shares worth $285K. The stake represents 0.44% of the portfolio and ranks #50 among its holdings.

3,340 funds tracked by Wall St. Rank hold PEP as of Q4 2023.

Red Mountain Financial held 1,680 shares of PepsiCo worth $285K as of Q4 2023.
PepsiCo was a new Red Mountain Financial position in Q4 2023.
PepsiCo made up 0.44% of Red Mountain Financial's portfolio in Q4 2023, its #50 holding.
3,340 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.

Based on Red Mountain Financial's 13F filing for Q4 2023, filed 11 Mar 2024.