RWB
PEP icon

RMR Wealth Builders’s PepsiCo PEP Stock Holding History

RMR Wealth Builders’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
2021
Q4 		– Sell
-1,514
Closed -$228K – 187
2021
Q3 		$228K Hold
1,514
– – 0.07% 167
2021
Q2 		$224K Sell
1,514
-736
-33% -$107K 0.07% 161
2021
Q1 		$318K Buy
2,250
+740
+49% +$102K 0.08% 129
2020
Q4 		$224K Sell
1,510
-1,868
-55% -$266K 0.11% 143
2020
Q3 		$468K Buy
3,378
+2,486
+279% +$338K 0.12% 123
2020
Q2 		$118K Buy
+892
New +$118K 0.11% 156
2019
Q4 		$163K Buy
+1,195
New +$163K 0.16% 129

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return