Alta Wealth Advisors’s PepsiCo PEP Stock Holding History

Alta Wealth 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
2025 Q1	–	Sell	-5,951	Closed	-$905K	–	146
2024 Q4	$905K	Sell	5,951 -205	-3%	-$33.6K	0.4%	55
2024 Q3	$1.05M	Sell	6,156 -135	-2%	-$23.2K	0.48%	49
2024 Q2	$1.04M	Sell	6,291 -49	-0.8%	-$8.46K	0.52%	47
2024 Q1	$1.11M	Buy	6,340 +1	+0%	+$168	0.56%	44
2023 Q4	$1.08M	Sell	6,339 -139	-2%	-$23.1K	0.6%	44
2023 Q3	$1.1M	Sell	6,478 -156	-2%	-$28.3K	0.67%	44
2023 Q2	$1.23M	Sell	6,634 -65	-1%	-$12.1K	0.72%	37
2023 Q1	$1.22M	Buy	6,699 +1,714	+34%	+$300K	0.77%	31
2022 Q4	$901K	Sell	4,985 -128	-3%	-$22.8K	0.61%	45
2022 Q3	$835K	Hold	5,113	–	–	0.6%	43
2022 Q2	$851K	Buy	5,113 +25	+0.5%	+$4.21K	0.59%	46
2022 Q1	$852K	Sell	5,088 -54	-1%	-$9.07K	0.51%	58
2021 Q4	$893K	Hold	5,142	–	–	0.55%	59
2021 Q3	$773K	Buy	5,142 +51	+1%	+$7.89K	0.56%	60
2021 Q2	$754K	Hold	5,091	–	–	0.55%	64
2021 Q1	$720K	Sell	5,091 -150	-3%	-$20.6K	0.6%	64
2020 Q4	$777K	Buy	+5,241	New	+$745K	0.65%	55

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alta Wealth Advisors's PEP Position: Q1 2025 in Review

Alta Wealth Advisors sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 5,951 shares — an estimated $905K sold.

Alta Wealth Advisors first reported a position in PEP in Q4 2020 and held it in 17 quarters. The position peaked at $1.23M in Q2 2023. 3,429 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

Alta Wealth Advisors reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
Alta Wealth Advisors sold 5,951 PepsiCo shares in Q1 2025, an estimated $905K.
Alta Wealth Advisors first reported a position in PepsiCo in Q4 2020 and held it in 17 quarters.
Alta Wealth Advisors's PepsiCo position peaked at $1.23M in Q2 2023.
3,429 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Alta Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.