Standard Family Office’s PepsiCo PEP Stock Holding History

Standard Family Office’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	-1,140	Closed	-$186K	–	326
2022 Q3	$186K	Buy	+1,140	New	+$196K	0.08%	42
2021 Q3	–	Sell	-1,464	Closed	-$217K	–	397
2021 Q2	$217K	Sell	1,464 -24	-2%	-$3.5K	0.04%	144
2021 Q1	$210K	Buy	1,488 +4	+0.3%	+$549	0.05%	120
2020 Q4	$220K	Buy	+1,484	New	+$211K	0.05%	115

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

Standard Family Office's PEP Position: Q4 2022 in Review

Standard Family Office sold out of PepsiCo (PEP) in Q4 2022, closing a stake of 1,140 shares — an estimated $186K sold.

Standard Family Office first reported a position in PEP in Q4 2020 and held it in 4 quarters. The position peaked at $220K in Q4 2020. 3,192 funds tracked by Wall St. Rank hold PEP as of Q4 2022.

Standard Family Office reported no remaining PepsiCo position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,140 PepsiCo shares in Q4 2022, an estimated $186K.
Standard Family Office first reported a position in PepsiCo in Q4 2020 and held it in 4 quarters.
Standard Family Office's PepsiCo position peaked at $220K in Q4 2020.
3,192 funds tracked by Wall St. Rank held PepsiCo as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.