Triad Financial Advisors’s PepsiCo PEP Stock Holding History

Triad Financial Advisors’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
2023 Q3	$1M	Buy	5,920 +178	+3%	+$32.3K	0.35%	32
2023 Q2	$1.06M	Buy	5,742 +4	+0.1%	+$746	0.44%	29
2023 Q1	$1.05M	Sell	5,738 -42	-0.7%	-$7.34K	0.46%	29
2022 Q4	$1.04M	Sell	5,780 -1,360	-19%	-$243K	0.47%	28
2022 Q3	$1.17M	Buy	7,140 +48	+0.7%	+$8.27K	0.63%	19
2022 Q2	$1.18M	Sell	7,092 -135	-2%	-$22.7K	0.65%	18
2022 Q1	$1.21M	Buy	7,227 +11	+0.2%	+$1.85K	0.65%	19
2021 Q4	$1.25M	Buy	+7,216	New	+$1.18M	0.74%	22

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Triad Financial Advisors's PEP Position: Q3 2023 in Review

Triad Financial Advisors increased its PepsiCo (PEP) stake by 3.1% in Q3 2023, buying an estimated $32.3K and bringing the position to 5,920 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #32.

Triad Financial Advisors first reported a position in PEP in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2021. 3,186 funds tracked by Wall St. Rank hold PEP as of Q3 2023.

Triad Financial Advisors held 5,920 shares of PepsiCo worth $1M as of Q3 2023.
Triad Financial Advisors bought 178 PepsiCo shares in Q3 2023, an estimated $32.3K.
PepsiCo made up 0.35% of Triad Financial Advisors's portfolio in Q3 2023, its #32 holding.
Triad Financial Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's PepsiCo position peaked at $1.25M in Q4 2021.
3,186 funds tracked by Wall St. Rank held PepsiCo as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.