Anchor Pointe Wealth Management’s PepsiCo PEP Stock Holding History

Anchor Pointe Wealth Management’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 Q4	$226K	Buy	+1,490	New	+$244K	0.29%	71

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Anchor Pointe Wealth Management's PEP Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in PepsiCo (PEP) in Q4 2024: 1,490 shares worth $226K. The stake represents 0.29% of the portfolio and ranks #71 among its holdings.

3,481 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

Anchor Pointe Wealth Management held 1,490 shares of PepsiCo worth $226K as of Q4 2024.
PepsiCo was a new Anchor Pointe Wealth Management position in Q4 2024.
PepsiCo made up 0.29% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #71 holding.
3,481 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.