Dechtman Wealth Management’s PepsiCo PEP Stock Holding History

Dechtman 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	$730K	Sell	4,803 -145	-3%	-$23.8K	0.14%	26
2024 Q3	$841K	Buy	4,948 +11	+0.2%	+$1.89K	0.17%	25
2024 Q2	$814K	Sell	4,937 -515	-9%	-$88.9K	0.18%	23
2024 Q1	$954K	Buy	5,452 +14	+0.3%	+$2.36K	0.22%	23
2023 Q4	$923K	Buy	5,438 +14	+0.3%	+$2.32K	0.24%	18
2023 Q3	$919K	Buy	5,424 +13	+0.2%	+$2.36K	0.27%	18
2023 Q2	$1M	Buy	+5,411	New	+$1.01M	0.3%	15

Other funds holding PEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dechtman Wealth Management reduced its PepsiCo (PEP) stake by 2.9% in Q4 2024, selling an estimated $23.8K and leaving 4,803 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #26.

Dechtman Wealth Management first reported a position in PEP in Q2 2023 and has held it in 7 quarters since. The position peaked at $1M in Q2 2023. 3,481 funds tracked by Wall St. Rank hold PEP as of Q4 2024.

Dechtman Wealth Management held 4,803 shares of PepsiCo worth $730K as of Q4 2024.
Dechtman Wealth Management sold 145 PepsiCo shares in Q4 2024, an estimated $23.8K.
PepsiCo made up 0.14% of Dechtman Wealth Management's portfolio in Q4 2024, its #26 holding.
Dechtman Wealth Management first reported a position in PepsiCo in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's PepsiCo position peaked at $1M in Q2 2023.
3,481 funds tracked by Wall St. Rank held PepsiCo as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.