Sanford Advisory Services’s PepsiCo PEP Stock Holding History

Sanford Advisory Services’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	$640K	Buy	3,541 +15	+0.4%	+$2.67K	0.15%	69
2022 Q3	$576K	Buy	3,526 +142	+4%	+$24.5K	0.16%	61
2022 Q2	$564K	Buy	3,384 +444	+15%	+$74.7K	0.16%	58
2022 Q1	$492K	Hold	2,940	–	–	0.13%	64
2021 Q4	$511K	Hold	2,940	–	–	0.12%	65
2021 Q3	$442K	Hold	2,940	–	–	0.11%	68
2021 Q2	$436K	Hold	2,940	–	–	0.11%	70
2021 Q1	$416K	Hold	2,940	–	–	0.12%	69
2020 Q4	$436K	Buy	+2,940	New	+$418K	0.14%	60

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanford Advisory Services's PEP Position: Q4 2022 in Review

Sanford Advisory Services increased its PepsiCo (PEP) stake by 0.43% in Q4 2022, buying an estimated $2.67K and bringing the position to 3,541 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #69.

Sanford Advisory Services first reported a position in PEP in Q4 2020 and has held it in 9 quarters since. 3,192 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Sanford Advisory Services held 3,541 shares of PepsiCo worth $640K as of Q4 2022.
Sanford Advisory Services bought 15 PepsiCo shares in Q4 2022, an estimated $2.67K.
PepsiCo made up 0.15% of Sanford Advisory Services's portfolio in Q4 2022, its #69 holding.
Sanford Advisory Services first reported a position in PepsiCo in Q4 2020 and has held it in 9 quarters since.
3,192 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.