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Criterion Capital Advisors’s PepsiCo PEP Stock Holding History

Criterion Capital 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 		$37.6K Hold
228
– – 0.02% 156
2024
Q3 		$37.6K Hold
228
– – 0.02% 156
2024
Q2 		$37.6K Hold
228
– – 0.02% 156
2024
Q1 		$39.9K Hold
228
– – 0.03% 153
2023
Q4 		$38.7K Buy
+228
New +$37.8K 0.03% 158

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

Criterion Capital Advisors's PEP Position: Q4 2024 in Review

Criterion Capital Advisors held its PepsiCo (PEP) position steady in Q4 2024 at 228 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #156.

Criterion Capital Advisors first reported a position in PEP in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.9K in Q1 2024. 3,475 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

  • Criterion Capital Advisors held 228 shares of PepsiCo worth $37.6K as of Q4 2024.
  • Criterion Capital Advisors left its PepsiCo share count unchanged in Q4 2024.
  • PepsiCo made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #156 holding.
  • Criterion Capital Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's PepsiCo position peaked at $39.9K in Q1 2024.
  • 3,475 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.