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Campbell Wealth Management’s PepsiCo PEP Stock Holding History

Campbell 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 		$346K Buy
2,274
+379
+20% +$62.1K 0.03% 61
2024
Q3 		$322K Buy
+1,895
New +$326K 0.03% 48
2024
Q2 		– Sell
-2,237
Closed -$392K – 79
2024
Q1 		$392K Buy
2,237
+342
+18% +$57.6K 0.04% 53
2023
Q4 		$322K Sell
1,895
-41
-2% -$6.8K 0.04% 45
2023
Q3 		$328K Hold
1,936
– – 0.04% 46
2023
Q2 		$359K Buy
1,936
+337
+21% +$62.9K 0.05% 42
2023
Q1 		$291K Sell
1,599
-66
-4% -$11.5K 0.04% 50
2022
Q4 		$301K Sell
1,665
-6
-0.4% -$1.07K 0.04% 51
2022
Q3 		$273K Buy
1,671
+39
+2% +$6.72K 0.04% 53
2022
Q2 		$272K Hold
1,632
– – 0.04% 43
2022
Q1 		$273K Hold
1,632
– – 0.03% 56
2021
Q4 		$283K Sell
1,632
-80
-5% -$13.1K 0.03% 58
2021
Q3 		$258K Buy
1,712
+33
+2% +$5.11K 0.03% 54
2021
Q2 		$249K Sell
1,679
-40
-2% -$5.83K 0.03% 55
2021
Q1 		$243K Hold
1,719
– – 0.03% 55
2020
Q4 		$255K Hold
1,719
– – 0.04% 49
2020
Q3 		$238K Hold
1,719
– – 0.04% 48
2020
Q2 		$227K Sell
1,719
-61
-3% -$8.04K 0.04% 45
2020
Q1 		$214K Sell
1,780
-1,022
-36% -$138K 0.05% 42
2019
Q4 		$383K Buy
2,802
+61
+2% +$8.3K 0.08% 33
2019
Q3 		$376K Sell
2,741
-104
-4% -$13.8K 0.08% 33
2019
Q2 		$373K Buy
2,845
+2
+0.1% +$256 0.09% 34
2019
Q1 		$348K Buy
2,843
+102
+4% +$11.6K 0.09% 34
2018
Q4 		$303K Buy
+2,741
New +$309K 0.09% 33

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 $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Campbell Wealth Management's PEP Position: Q4 2024 in Review

Campbell Wealth Management increased its PepsiCo (PEP) stake by 20% in Q4 2024, buying an estimated $62.1K and bringing the position to 2,274 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #61.

Campbell Wealth Management first reported a position in PEP in Q4 2018 and has held it in 24 quarters since. The position peaked at $392K in Q1 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Campbell Wealth Management held 2,274 shares of PepsiCo worth $346K as of Q4 2024.
  • Campbell Wealth Management bought 379 PepsiCo shares in Q4 2024, an estimated $62.1K.
  • PepsiCo made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #61 holding.
  • Campbell Wealth Management first reported a position in PepsiCo in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's PepsiCo position peaked at $392K in Q1 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.