Clear Point Advisors’s PepsiCo PEP Stock Holding History

Clear Point 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	-154	Closed	-$26.2K	–	411
2024 Q3	$26.2K	Hold	154	–	–	0.02%	260
2024 Q2	$25.4K	Hold	154	–	–	0.02%	250
2024 Q1	$26.9K	Hold	154	–	–	0.02%	255
2023 Q4	$26.1K	Buy	+154	New	+$25.5K	0.02%	238

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Point Advisors's PEP Position: Q4 2024 in Review

Clear Point Advisors sold out of PepsiCo (PEP) in Q4 2024, closing a stake of 154 shares — an estimated $26.2K sold.

Clear Point Advisors first reported a position in PEP in Q4 2023 and held it in 4 quarters. The position peaked at $26.9K in Q1 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

Clear Point Advisors reported no remaining PepsiCo position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 154 PepsiCo shares in Q4 2024, an estimated $26.2K.
Clear Point Advisors first reported a position in PepsiCo in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's PepsiCo position peaked at $26.9K in Q1 2024.
3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.