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Beech Hill Advisors’s PepsiCo PEP Stock Holding History

Beech Hill 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
2024
Q4 		– Sell
-1,310
Closed -$223K – 102
2024
Q3 		$223K Sell
1,310
-50
-4% -$8.59K 0.08% 97
2024
Q2 		$224K Buy
1,360
+170
+14% +$29.3K 0.09% 97
2024
Q1 		$208K Hold
1,190
– – 0.09% 94
2023
Q4 		$202K Buy
+1,190
New +$197K 0.1% 90
2023
Q2 		– Sell
-1,160
Closed -$211K – 88
2023
Q1 		$211K Sell
1,160
-45
-4% -$7.87K 0.11% 86
2022
Q4 		$218K Buy
+1,205
New +$215K 0.12% 81
2021
Q2 		– Sell
-5,650
Closed -$799K – 88
2021
Q1 		$799K Buy
5,650
+2,000
+55% +$274K 0.33% 59
2020
Q4 		$541K Sell
3,650
-2,500
-41% -$355K 0.24% 64
2020
Q3 		$852K Buy
6,150
+3,225
+110% +$439K 0.42% 52
2020
Q2 		$387K Buy
2,925
+750
+34% +$98.9K 0.2% 66
2020
Q1 		$261K Buy
+2,175
New +$294K 0.18% 65
2019
Q2 		– Sell
-3,200
Closed -$392K – 81
2019
Q1 		$392K Buy
+3,200
New +$365K 0.24% 60

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beech Hill Advisors's PEP Position: Q4 2024 in Review

Beech Hill Advisors sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 1,310 shares — an estimated $223K sold.

Beech Hill Advisors first reported a position in PEP in Q1 2019 and held it in 12 quarters. The position peaked at $852K in Q3 2020. 3,476 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Beech Hill Advisors reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
  • Beech Hill Advisors sold 1,310 PepsiCo shares in Q4 2024, an estimated $223K.
  • Beech Hill Advisors first reported a position in PepsiCo in Q1 2019 and held it in 12 quarters.
  • Beech Hill Advisors's PepsiCo position peaked at $852K in Q3 2020.
  • 3,476 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Beech Hill Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.