Wipfli Financial Advisors’s PepsiCo PEP Stock Holding History

Wipfli 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
2022 Q3	$2.69M	Buy	+16,505	New	+$2.84M	0.19%	55

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wipfli Financial Advisors's PEP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PepsiCo (PEP) in Q3 2022: 16,505 shares worth $2.69M. The stake represents 0.19% of the portfolio and ranks #55 among its holdings.

3,004 funds tracked by Wall St. Rank hold PEP as of Q3 2022.

Wipfli Financial Advisors held 16,505 shares of PepsiCo worth $2.69M as of Q3 2022.
PepsiCo was a new Wipfli Financial Advisors position in Q3 2022.
PepsiCo made up 0.19% of Wipfli Financial Advisors's portfolio in Q3 2022, its #55 holding.
3,004 funds tracked by Wall St. Rank held PepsiCo as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.