Vickerman & Driscoll Financial Advisors’s PepsiCo PEP Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$391K	Buy	3,259 +400	+14%	+$54.1K	0.24%	56
2019 Q4	$391K	Sell	2,859 -26	-0.9%	-$3.54K	0.2%	61
2019 Q3	$396K	Hold	2,885	–	–	0.22%	67
2019 Q2	$378K	Sell	2,885 -533	-16%	-$68.3K	0.21%	66
2019 Q1	$419K	Sell	3,418 -106	-3%	-$12.1K	0.24%	67
2018 Q4	$389K	Buy	3,524 +56	+2%	+$6.31K	0.3%	62
2018 Q3	$388K	Buy	3,468 +15	+0.4%	+$1.7K	0.27%	63
2018 Q2	$376K	Sell	3,453 -2,850	-45%	-$294K	0.27%	64
2018 Q1	$688K	Sell	6,303 -360	-5%	-$40.9K	0.51%	59
2017 Q4	$799K	Buy	+6,663	New	+$761K	0.63%	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vickerman & Driscoll Financial Advisors's PEP Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its PepsiCo (PEP) stake by 14% in Q1 2020, buying an estimated $54.1K and bringing the position to 3,259 shares worth $391K. The position accounts for 0.24% of the portfolio, ranked #56.

Vickerman & Driscoll Financial Advisors first reported a position in PEP in Q4 2017 and has held it in 10 quarters since. The position peaked at $799K in Q4 2017. 2,475 funds tracked by Wall St. Rank hold PEP as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 3,259 shares of PepsiCo worth $391K as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 400 PepsiCo shares in Q1 2020, an estimated $54.1K.
PepsiCo made up 0.24% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #56 holding.
Vickerman & Driscoll Financial Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's PepsiCo position peaked at $799K in Q4 2017.
2,475 funds tracked by Wall St. Rank held PepsiCo as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.