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Cardinal Strategic Wealth Guidance’s PepsiCo PEP Stock Holding History

Cardinal Strategic Wealth Guidance’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
-1,442
Closed -$219K – 74
2024
Q4 		$219K Hold
1,442
– – 0.07% 65
2024
Q3 		$245K Sell
1,442
-300
-17% -$51.5K 0.08% 49
2024
Q2 		$287K Hold
1,742
– – 0.1% 46
2024
Q1 		$305K Sell
1,742
-127
-7% -$21.4K 0.11% 45
2023
Q4 		$317K Sell
1,869
-285
-13% -$47.3K 0.13% 50
2023
Q3 		$365K Buy
2,154
+92
+4% +$16.7K 0.17% 47
2023
Q2 		$382K Buy
2,062
+30
+1% +$5.6K 0.17% 45
2023
Q1 		$370K Sell
2,032
-179
-8% -$31.3K 0.17% 46
2022
Q4 		$399K Hold
2,211
– – 0.19% 51
2022
Q3 		$361K Sell
2,211
-84
-4% -$14.5K 0.19% 46
2022
Q2 		$383K Sell
2,295
-90
-4% -$15.2K 0.2% 47
2022
Q1 		$399K Sell
2,385
-13
-0.5% -$2.18K 0.18% 50
2021
Q4 		$417K Hold
2,398
– – 0.19% 53
2021
Q3 		$361K Sell
2,398
-149
-6% -$23.1K 0.19% 54
2021
Q2 		$377K Sell
2,547
-3
-0.1% -$437 0.2% 51
2021
Q1 		$361K Sell
2,550
-64
-2% -$8.78K 0.21% 51
2020
Q4 		$388K Hold
2,614
– – 0.23% 41
2020
Q3 		$362K Buy
2,614
+1
+0% +$136 0.26% 40
2020
Q2 		$346K Sell
2,613
-29
-1% -$3.82K 0.26% 41
2020
Q1 		$317K Sell
2,642
-318
-11% -$43K 0.29% 39
2019
Q4 		$405K Buy
+2,960
New +$403K 0.35% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's PEP Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,442 shares — an estimated $219K sold.

Cardinal Strategic Wealth Guidance first reported a position in PEP in Q4 2019 and held it in 21 quarters. The position peaked at $417K in Q4 2021. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 1,442 PepsiCo shares in Q1 2025, an estimated $219K.
  • Cardinal Strategic Wealth Guidance first reported a position in PepsiCo in Q4 2019 and held it in 21 quarters.
  • Cardinal Strategic Wealth Guidance's PepsiCo position peaked at $417K in Q4 2021.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.