Rezny Wealth Management’s PepsiCo PEP Stock Holding History

Rezny Wealth 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
2020 Q2	–	Sell	-169	Closed	-$12.9K	–	13
2020 Q1	$12.9K	Buy	+169	New	+$22.8K	15.3%	2
2016 Q1	–	Sell	-261	Closed	-$26K	–	35
2015 Q4	$26K	Sell	261 -28	-10%	-$2.79K	0.03%	20
2015 Q3	$27K	Buy	289 +28	+11%	+$2.66K	0.03%	23
2015 Q2	$24K	Buy	+261	New	+$24.9K	0.02%	26

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rezny Wealth Management's PEP Position: Q2 2020 in Review

Rezny Wealth Management sold out of PepsiCo (PEP) in Q2 2020, closing a stake of 169 shares — an estimated $12.9K sold.

Rezny Wealth Management first reported a position in PEP in Q2 2015 and held it in 4 quarters. The position peaked at $27K in Q3 2015. 2,502 funds tracked by Wall St. Rank hold PEP as of Q2 2020.

Rezny Wealth Management reported no remaining PepsiCo position as of Q2 2020 after selling out during the quarter.
Rezny Wealth Management sold 169 PepsiCo shares in Q2 2020, an estimated $12.9K.
Rezny Wealth Management first reported a position in PepsiCo in Q2 2015 and held it in 4 quarters.
Rezny Wealth Management's PepsiCo position peaked at $27K in Q3 2015.
2,502 funds tracked by Wall St. Rank held PepsiCo as of Q2 2020.

Based on Rezny Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.