SPIS
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Steward Partners Investment Solutions’s PepsiCo PEP Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$835K Buy
4,770
+1,697
+55% +$286K 0.14% 111
2023
Q4 		$522K Buy
+3,073
New +$510K 0.22% 87

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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Solutions's PEP Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its PepsiCo (PEP) stake by 55% in Q1 2024, buying an estimated $286K and bringing the position to 4,770 shares worth $835K. The position accounts for 0.14% of the portfolio, ranked #111.

Steward Partners Investment Solutions first reported a position in PEP in Q4 2023 and has held it in 2 quarters since. 3,362 funds tracked by Wall St. Rank hold PEP as of Q1 2024.

  • Steward Partners Investment Solutions held 4,770 shares of PepsiCo worth $835K as of Q1 2024.
  • Steward Partners Investment Solutions bought 1,697 PepsiCo shares in Q1 2024, an estimated $286K.
  • PepsiCo made up 0.14% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #111 holding.
  • Steward Partners Investment Solutions first reported a position in PepsiCo in Q4 2023 and has held it in 2 quarters since.
  • 3,362 funds tracked by Wall St. Rank held PepsiCo as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.